AI-native automation
Automate work across
Morningstar AdviserLogic and 
SharePointwith Caddi AI Agents.
Automate anything you do across Morningstar AdviserLogic, SharePoint, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Morningstar AdviserLogic and SharePoint
Connect Morningstar AdviserLogic to Caddi
Allow1Sign in to Morningstar AdviserLogic
One click with your own Morningstar AdviserLogic login. No API keys.
Connect SharePoint to Caddi
Allow2Sign in to SharePoint
The same click again. Both tools are connected.
Upload document in SharePoint when new client record in Morningstar AdviserLogic.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 · 150+ tools across legal, finance, and operations
Practical ways to use Morningstar AdviserLogic and SharePoint together
At an RIA the work between Morningstar AdviserLogic and SharePoint is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Upload document in SharePoint when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and upload document in SharePoint. No copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Create list item in SharePoint from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi create list item in SharePoint with the right context attached.
Actions Caddi can take across Morningstar AdviserLogic and SharePoint
- 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.
- SharePoint
New document in library
Triggers when a file is added to a document library.
- SharePoint
List item created
Triggers when a new list item is added.
- SharePoint
Upload document
Add a file to a SharePoint document library.
- SharePoint
Create list item
Add a new item to a SharePoint list.
- SharePoint
Update list item
Modify fields on an existing list item.
- SharePoint
Search files
Find files across a site or library.
Common questions
How does Caddi connect Morningstar AdviserLogic and SharePoint?
Morningstar AdviserLogic and SharePoint 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 SharePoint 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 SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + SharePoint 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Morningstar AdviserLogic and SharePoint with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Morningstar AdviserLogic and SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.