AI-native automation
Connect Morningstar AdviserLogic and Surepoint 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 Surepoint together
- 01
Create matter in Surepoint when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create matter in Surepoint — no copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi post time entry in Surepoint 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 Surepoint
- 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.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect Morningstar AdviserLogic and Surepoint?
Morningstar AdviserLogic and Surepoint 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 Surepoint 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 Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + Surepoint 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 Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, Surepoint, and the rest of your stack.