Caddi now has a vendor profile in The Wealth Mosaic, the directory of technology and service providers for the global wealth management sector. It sits in the Technology & Data marketplace, which is where firms and their consultants go when they are putting a shortlist together.
The profile carries one solution, Caddi Hybrid Agents, filed under business process management and outsourcing, client onboarding and identity verification, and document management and storage. That is a fair map of the work: the agents run across the systems a firm already owns, from the CRM (Salesforce Financial Services Cloud, Wealthbox, Redtail) to the custodians (Schwab Advisor Center, Fidelity WealthScape, Axos) to the reporting platforms (Orion, Tamarac, Addepar, Black Diamond) and the document stack.
The way a firm gets there is Automation by Demonstration. An operations person walks Caddi through a process the way they would train a new hire, explaining where the work comes from, what to check before moving on, and which cases are exceptions. Caddi asks about the ambiguous parts, then turns the walkthrough into governed, API-driven automation. More on how that lands in a wealth management back office in RIA digital workforce and RIA operations challenges.
See the Caddi profile on The Wealth Mosaic
If you would rather see the work than read about it, the use-case library has the actual workflows, and the ones RIAs ask about most are client intake, cross-system sync, and report generation.
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