AI-native automation
Connect MoneyGuidePro and Redtail 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 MoneyGuidePro and Redtail together
- 01
Create contact in Redtail when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create contact in Redtail — no copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when new contact in Redtail.
Caddi watches Redtail for new contact and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Create activity in Redtail from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi create activity in Redtail 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 MoneyGuidePro and Redtail
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
- Redtail
New contact
Triggers when a new contact is added in Redtail.
- Redtail
Activity completed
Triggers when an advisor closes a meeting, call, or task.
- Redtail
Workflow stage changed
Triggers when a workflow advances to a new stage.
- Redtail
Create contact
Add a new Redtail contact with household, address, and phone.
- Redtail
Create activity
Schedule a meeting, call, or task against a contact.
- Redtail
Add note
Append a timestamped note to a contact's history.
- Redtail
Update workflow
Move a contact's workflow to the next step or assign an owner.
Common questions
How does Caddi connect MoneyGuidePro and Redtail?
MoneyGuidePro and Redtail 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 MoneyGuidePro and Redtail 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 MoneyGuidePro and Redtail to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + Redtail 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 MoneyGuidePro and Redtail?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, Redtail, and the rest of your stack.