AI-native automation
Connect Morningstar AdviserLogic and Orion 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 Morningstar AdviserLogic and Orion together
- 01
Generate report in Orion when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and generate report in Orion — no copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Generate report in Orion from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi generate report in Orion 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 Morningstar AdviserLogic and Orion
- 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.
- Orion
Describe report parameters
Searches all available reports by name, retrieves parameter requirements and options, normalizes complex API structures into simple parameter descriptions that automation scripts can easily underst…
- Orion
Download report
Downloads a report using the URL returned from GenerateReport and saves it to S3.
- Orion
Resolve entity ID
Searches for households, registrations, and accounts by name and returns their numeric IDs.
- Orion
Generate report
Generates Orion reports (standard or envision) with parameter overrides for dates, entities, and output format.
Common questions
How does Caddi connect Morningstar AdviserLogic and Orion?
Morningstar AdviserLogic and Orion 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 Morningstar AdviserLogic and Orion 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 Morningstar AdviserLogic and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + Orion 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 Morningstar AdviserLogic and Orion?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, Orion, and the rest of your stack.