AI-native automation
Connect MoneyGuidePro and Wealthbox 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 Wealthbox together
- 01
Create contact in Wealthbox when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create contact in Wealthbox — no copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Create task in Wealthbox from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi create task in Wealthbox 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 Wealthbox
- 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.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect MoneyGuidePro and Wealthbox?
MoneyGuidePro and Wealthbox 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 Wealthbox 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 Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + Wealthbox 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 Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, Wealthbox, and the rest of your stack.