vanguard-advisor-tools Claude Code Plugin
Claude Code PluginClaude CodeProductivityPayments & FintechSales, Marketing & Business OpsWeb Search, Research & LearningThe explanation below is AI-generated. Please verify it against the sources.
vanguard-advisor-tools is a Claude plugin that gives financial professionals access to Vanguard's advisor-facing services directly inside conversations. It supports researching and comparing mutual funds and ETFs across the industry, not just Vanguard's own lineup, and helps advisors get ready for discussions with clients. The plugin works through a connector that links Claude to Vanguard's advisor platform. According to the source material, that platform also offers portfolio analytics, model portfolios, and planning calculators such as ones for Roth conversions and Social Security claiming strategies. Pricing and account requirements for accessing the underlying Vanguard advisor platform are unknown from the provided material.
About the service
Vanguard's advisor platform is a web-based service for financial professionals that provides fund and ETF search and comparison, portfolio analysis tools, pre-built model portfolios, and client-facing calculators covering topics like Roth conversions, Social Security timing, and historical market behavior. It also offers access to a portfolio solutions team for personalized guidance. The Claude plugin connects to this platform so advisors can pull this research and planning support into their workflow.
What you can do with vanguard-advisor-tools
- Search for and compare mutual funds and ETFs from across the industry, not limited to Vanguard products
- Compare up to five funds or products side by side and find similar alternatives
- Review Vanguard's model portfolios and portfolio analytics for client accounts
- Use planning calculators covering Roth conversions and Social Security claiming timing
- Reference market history charts to support conversations about staying invested
- Prepare talking points and materials ahead of client meetings
Sources
History of vanguard-advisor-tools
- Claude Code Plugin Added vanguard-advisor-tools