AI-native automation
Automate work across
Morningstar AdviserLogic and 
Twiliowith Caddi AI Agents.
Connect Morningstar AdviserLogic and Twilio: Send SMS in Twilio when new client record in Morningstar AdviserLogic. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Morningstar AdviserLogic and Twilio
Caddi AI Agents find the repetitive handoffs between Morningstar AdviserLogic and Twilio, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Twilio together
At an RIA the work between Morningstar AdviserLogic and Twilio 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
Send SMS in Twilio when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and send sms in Twilio. No copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when incoming sms in Twilio.
Caddi watches Twilio for incoming sms and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Make call in Twilio from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi make call in Twilio with the right context attached.
Actions Caddi can take across Morningstar AdviserLogic and Twilio
- 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.
- Twilio
Incoming SMS
Triggers when a message arrives on a Twilio number.
- Twilio
Call completed
Triggers when a call ends.
- Twilio
Message delivered
Triggers when an outbound message is delivered.
- Twilio
Send SMS
Text a contact from a Twilio number.
- Twilio
Make call
Place an outbound call.
- Twilio
Fetch messages
Pull the message history for a number.
Common questions
How does Caddi connect Morningstar AdviserLogic and Twilio?
Morningstar AdviserLogic and Twilio 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 Twilio 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 Twilio to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + Twilio 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 Twilio 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 Twilio?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, Twilio, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.