AI-native automation
Connect Addepar and Morningstar AdviserLogic with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Addepar and Morningstar AdviserLogic together
- 01
Create client in Morningstar AdviserLogic when check job status in Addepar.
Caddi watches Addepar for check job status and create client in Morningstar AdviserLogic — no copy-paste, no missed records.
- 02
Generate report in Addepar when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and generate report in Addepar so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from Addepar events.
When check transaction job status happens in Addepar, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Addepar and Morningstar AdviserLogic
- Addepar
Check job status
Returns the current status, progress, and metadata of a portfolio job Poll until status is terminal before calling AddeparDownloadJobResults.
- Addepar
Check transaction job status
Returns the current status, progress, and metadata of a transaction job Poll until status is terminal before calling AddeparDownloadTransactionJobResults.
- Addepar
Download file
Downloads a file binary from Addepar by file ID and persists it to S3 Returns the S3 object key for use by subsequent activities.
- Addepar
Download generated report
Downloads the zipped binary bundle for a completed generated report and persists it to S3 The S3 object key is returned for use by subsequent activities (e.g., email attachments, document parsers).
- Addepar
Download job results
Downloads the result file from a completed portfolio job and persists it to S3 Use after AddeparCheckJobStatus reports a terminal completed status.
- Addepar
Download transaction job results
Downloads the result file from a completed transaction job and persists it to S3 Use after AddeparCheckTransactionJobStatus reports a terminal completed status.
- Addepar
Find arguments
Lists all shared Addepar argument definitions, or returns a specific argument by key Use to discover valid argument keys to pass into AddeparListAttributeArguments or AddeparRunPortfolioQuery.
- Addepar
Find attributes
Lists Addepar attributes filtered by name/category/usage/output_type (paged) or fetches a specific subset by attribute_keys Use before AddeparRunPortfolioQuery to discover valid column keys.
- Addepar
Find entity by external ID
Resolves an (external_type_key, external_id) pair to its Addepar entity ID Critical for CRM/custodian integrations where the workflow starts from a non-Addepar identifier.
- Addepar
Find generated reports
Lists generated reports filtered by report_id, entity, group, or creation date (paged) or fetches one by generated_report_id Use to poll completion before AddeparDownloadGeneratedReport.
- Addepar
Find groups
Lists Addepar groups filtered by group_type/IDs/creation/modification dates (paged), or resolves group IDs from display_names/external_ids Use to identify groups for portfolio inputs to AddeparRunP…
- Addepar
Get entity
Returns the entity record including all standard attributes, custom attributes, and relationship references for a given entity ID.
- Addepar
Get group members
Lists all entity records that belong to a given group ID Use to expand a group into its constituent entities before per-entity operations.
- Addepar
Get snapshot
Retrieves a position snapshot record by ID, returning the owner/owned references and attributes captured at the snapshot's effective date.
- Addepar
Get transaction
Returns the full record for one Addepar transaction by ID.
- Addepar
List attribute arguments
Lists all argument definitions for a specific attribute Required when calling AddeparRunPortfolioQuery with attributes that take arguments (e.g., time periods, benchmarks).
- Addepar
List contacts for entity
Lists contact records linked to a given entity (e.g., trustees, advisors, beneficiaries) Returns emails and contact metadata for downstream Client Portal publishing or notifications.
- Addepar
List portfolio views
Returns all portfolio analysis views the user has access to, with id and metadata for each view Used to discover which pre-built views can be run via AddeparRunPortfolioView.
- Addepar
List positions for entity
Lists position records held by a given entity Returns holdings detail (security id, units, market value) suitable for portfolio composition reporting.
- Addepar
List reports
Returns a list of saved report templates, optionally filtered by associated entity/group and creation/modification dates Used to discover which reports can be generated via AddeparGenerateReport.
- Addepar
List transactions for entity
Lists raw transaction records for a specific entity over a date range, optionally filtered by transaction type Use when you need transaction-level detail rather than aggregated analytics.
- Addepar
Search entities
Returns a list of Addepar entities filtered by name, model type, or other attributes Used to resolve a human name or partial identifier to an Addepar entity ID before running portfolio queries.
- Addepar
Generate report
Initiates asynchronous generation of a saved report for one or more portfolios, returning a job ID.
- Addepar
Publish files to portal
Publishes one or more previously uploaded Addepar files to the Client Portal, optionally scoped to a portfolio and notifying associated contacts.
- Addepar
Run portfolio query
Runs a dynamic portfolio query with caller-supplied columns, groupings, date range, and portfolio reference Pair with AddeparFindAttributes for safe attribute/argument discovery.
- Addepar
Run portfolio view
Runs a pre-configured portfolio view by ID for a given portfolio (entity, group, or firm-level) over a specified date range, returning hierarchical analysis results.
- Addepar
Run transactions query
Runs a dynamic transactions query with caller-supplied columns, groupings, date range, and portfolio reference.
- Addepar
Run transactions view
Runs a pre-configured transactions view by ID for a given portfolio over a date range, returning hierarchical transaction analysis results.
- Addepar
Submit portfolio job
Submits a portfolio analytics job for asynchronous server-side processing, returning a job ID.
- Addepar
Submit transaction job
Submits a transactions job for asynchronous server-side processing, returning a job ID.
- Addepar
Upload file
Uploads a file (previously written to S3 by another activity) into Addepar and optionally associates it with the supplied entity and group IDs.
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
Common questions
How does Caddi connect Addepar and Morningstar AdviserLogic?
Addepar and Morningstar AdviserLogic just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Addepar and Morningstar AdviserLogic end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Addepar and Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Addepar + Morningstar AdviserLogic loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Addepar and Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against Addepar, Morningstar AdviserLogic, and the rest of your stack.