AI-native automation
Connect Morningstar AdviserLogic and ShareFile 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 ShareFile together
- 01
Upload file in ShareFile when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and upload file in ShareFile — no copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Create folder in ShareFile from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi create folder in ShareFile 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 ShareFile
- 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.
- ShareFile
New file in folder
Triggers when a file is uploaded to a watched folder.
- ShareFile
Shared link created
Triggers when a new shared link is generated.
- ShareFile
Upload file
Add a file to a ShareFile folder.
- ShareFile
Create folder
Create a new folder under a parent.
- ShareFile
Send file via link
Send a secure link to one or more recipients.
Common questions
How does Caddi connect Morningstar AdviserLogic and ShareFile?
Morningstar AdviserLogic and ShareFile 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 ShareFile 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 ShareFile to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + ShareFile 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 ShareFile?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, ShareFile, and the rest of your stack.