Finance Codex plugins

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Advisor workspace

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…ervice that Allianz Direct operates is subject to human oversight by Allianz; you may contact human advisors at any time through Allianz Direct's official channels. Please bear in mind that AI systems may produce outputs that are inaccurate, incomplete or not fully adapted to specific circumstances,…

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…consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource.

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Investment banking workflows for M&A, coverage, sponsors, ECM/DCM, LevFin, restructuring, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.

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…rly concentrated? - Summarize my assets, liabilities, and entities - What questions should I ask my advisor? - Update my Tesla shares to 100 units Kubera is the Balance Sheet for those who manage their own wealth. https://www.kubera.com/

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…ulate employee participations?" · "Compare the practice in the cantons of ZH and ZG." Built for tax advisors, fiduciaries, lawyers and in-house teams. Requires a Lexplorer account (login on first use) — more at lexplorer.ch.

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Your personal finance advisor, with your full ledger at hand. Log expenses by voice, photo, or chat and let Manilo categorize them. Set budgets per category or period and stay on track with proactive checks. Plan recurring…

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…100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company a…

Publisher description

…consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource. Theirs is deliberately plain — reviewers in the finance category want to see "objective, non-advisory" spelled out, so it's worth borrowing that line. Yours can stay richer, but add…

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…nt - quickly evaluate credit health to support informed engagement and credit structuring - Ratings Advisory - align issuer details with ratings methodologies and peer benchmarks - Investment Research - get data-driven assessments to evaluate relative value and risk - Market Analysis - analyze secto…

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…systems in a trusted, standardized data source. Built for investment managers, banks, law firms and advisors who need research-grade answers at the speed of the market.

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Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios. These tools support the Savvly Long…

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Zocks connects to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zoc…