AI-native automation
Automate work across
Morningstar AdviserLogic and 
Practifiby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate client onboarding intake in Morningstar AdviserLogic and Practifi. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Morningstar AdviserLogic and Practifi together.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Morningstar AdviserLogic and Practifi together
- 01
Create client in Practifi when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create client in Practifi — no copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when new client in Practifi.
Caddi watches Practifi for new client and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Launch process in Practifi from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi launch process in Practifi with the right context attached.
Actions Caddi can take across Morningstar AdviserLogic and Practifi
- 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.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect Morningstar AdviserLogic and Practifi?
Morningstar AdviserLogic and Practifi just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Morningstar AdviserLogic and Practifi end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. 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, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Morningstar AdviserLogic and Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + Practifi 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Morningstar AdviserLogic and Practifi?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, Practifi, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.