AI-native automation
Automate work across
Morningstar AdviserLogic and 
ShareFileby 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 request + collection in Morningstar AdviserLogic and ShareFile. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Morningstar AdviserLogic and ShareFile 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 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.
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. 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 ShareFile 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 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 that first walkthrough. 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.
Or skip the demo: sign up free and build it yourself.