Blackrock Advisor Center Plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health...
CCCXGBCUPi
SkillMaxx / Productivity / Zocks Advisor
Zocks Advisor
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.
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Install
Tested ✓✓ Verified from docsOfficial docs ↗
/plugin install zocks-advisor@claude-plugins-officialTested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Log excerpt
Installing plugin "zocks-advisor@claude-plugins-official"...✔ Successfully installed plugin: zocks-advisor@claude-plugins-official (scope: user)
$ verify:
❯ zocks-advisor@claude-plugins-official
Status: ✔ enabled1 run, latest 2026-10-16
Not yet tested
No official Codex instructions yet. We haven't found docs saying this works in Codex.
Know it works? Tell us →Tested ✓✓ Verified from docsOfficial docs ↗
Auto-loaded from your Claude Code plugins (no extra setup per xAI docs)Tested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Log excerpt
Installed 1 plugin(s) from claude-plugins-official: zocks-advisor $ verify: zocks-agent-plugins-54e13f91: zocks-advisor [git: https://github.com/zocks-communications/zocks-agent-plugins.git] (claude-plugins-official)
1 run, latest 2026-10-16
Not yet tested
No official Cursor instructions yet. We haven't found docs saying this works in Cursor.
Know it works? Tell us →Tested ✓
pi install git:github.com/zocks-communications/zocks-agent-pluginsTested ✓ on 2026-10-16: installed and loaded in a throwaway sandbox with no credentials.
Pi has no plugin system. This checks that Pi installs the repo as a package and finds its skills. Hooks and MCP servers don't load in Pi.
Log excerpt
Installing git:github.com/zocks-communications/zocks-agent-plugins... Cloning into '/home/sbx/.pi/agent/git/github.com/zocks-communications/zocks-agent-plugins'... Installed git:github.com/zocks-communications/zocks-agent-plugins $ verify: /home/sbx/.pi/agent/git/github.com/zocks-communications/zocks-agent-plugins/skills/client-attrition-risk/SKILL.md /home/sbx/.pi/agent/git/github.com/zocks-communications/zocks-agent-plugins/skills/client-behavioral-profile/SKILL.md /home/sbx/.pi/agent/git/github.com/zocks-communications/zocks-agent-plugins/skills/client-journey/SKILL.md /home/sbx/.pi/agent/git/github.com/zocks-communications/zocks-agent-plugins/skills/held-away-radar/SKILL.md
1 run, latest 2026-10-16
README
View on GitHub ↗Zocks Advisor Intelligence
Seven Claude skills that turn a financial advisor's own meeting history into daily working intelligence — built exclusively on the Zocks MCP connector.
Zocks captures and structures every client conversation an advisory firm has: extracted concerns and sentiment, who raised which topics, financial profiles, life events, family relationships, commitments and tasks, and firmwide conversation analytics. This plugin gives Claude a set of advisor workflows defined entirely over that structured layer — so an advisor can ask, in their own words, the questions they actually ask every day, and get an evidence-linked answer drawn from their whole book.
The skills
| Skill | The question it answers | What the advisor gets |
|---|---|---|
client-behavioral-profile |
"What is this client like — and is the relationship cooling or warming?" | A fast temperature read before a call, or a full behavioral profile before a meeting that matters: motivations, fears, decision pace, stated-versus-revealed risk tolerance, and a concrete stance for the next conversation. |
client-attrition-risk |
"Who am I quietly losing, and who do I call this week?" | A ranked re-engagement list of households silent past their own rhythm, weighted by how the relationship was already behaving — with a suggested opener for each, and a draft re-engagement email on request. |
held-away-radar |
"What outside money came up in my meetings recently?" | A household-grouped pipeline of held-away assets — old 401(k)s, outside accounts, inheritances — labeled Act now / Worth raising / Keep an eye on, with money already in motion filtered out. |
client-journey |
"Show me everything we know about this household." | A client-presentable dossier: a five-stage lifecycle timeline, a relationship tree that flags beneficiaries never met, a dated timeline of life events, and every fact labeled with its corroboration and age. |
household-review-pack |
"Prep the annual review — and everything that follows it." | A 12–24 month synthesis: goals then-versus-now, decisions, commitments honestly marked — plus, on request, a client letter, a review deck on the firm's own template, and briefs for each outside professional. |
next-best-action |
"What's the single highest-value move for this household?" | One evidence-linked recommendation from a 33-rule planning playbook, with everything the advisor already raised subtracted, the runner-ups shown, and the outside actors named. |
tax-opportunity-scan |
"What am I missing on this household's taxes?" | The household's complete tax picture across two horizons — current-year items with deadlines and multi-year strategies — plus the tax questions nobody has asked, and a facts-and-questions handoff brief for the client's CPA. |
Preview from the source repo. Images are removed.
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