Caddi vs. NevisNevis is a full rebuild with nothing like Discover, so you automate on a guess and learn the outcome on the other side. Caddi shows the work by hours before you build and logs every run after.
Nevis is a modern platform the whole firm moves into, with nothing like Discover and agents that are skills reasoning every run. Caddi is verifiable at both ends: the work by hours before you build, every run logged after.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
Jason AlafganiUpdated Oct 13, 2026
A full rebuild means you learn the problems on the other side.
Nevis is a new platform the whole firm moves into: desktop, data layer, agents and workflows, rolled out by a deployment team. It has nothing like Discover, so the list of what to automate comes from interviews and the agent library, and you automate from the ground up with no evidence of what is most impactful.
Deployment Strategists learn how the firm works today, configure Nevis around it, and build the workflows from that map and the prebuilt agent library.
Discover connects read-only to the tools you already run and reads their history, so before anything is built you see the repetitive work ranked by hours. Evidence first, then the processes that matter.
An agent that reasons through every step gives you a different run each time.
A Nevis agent is a skill: a prompt, a routed model and permissioned access to the firm's data, run again from scratch each time. Ninety percent right, seven steps in a row, is right less than half the time.
Skills for meeting prep, data collection and repeat work, with model routing across Anthropic, OpenAI and others, and a person approving a workflow before Nevis acts on it.
Caddi runs the steps you already know as code on verified connections and uses AI only where the work needs judgment. The same way on run 4,000 as on run 1. 99% of agent runs complete.
After the rollout, how do you know what actually ran?
Nevis measures itself in monthly business reviews with the deployment team: advisor capacity, organic growth, weekly active usage. Those are estimates of the outcome, read a quarter later.
A deployment team reports realized value in monthly business reviews, on a demo-first enterprise agreement with no published prices.
Govern logs every step of every run, so the outcome is verifiable per run, not estimated per quarter. Your ops team builds the agent in chat, about 45 minutes on average, on a free Individual plan with published prices from Team up.
Frequently asked questions
Is Caddi an alternative to Nevis?
For the back office, yes. Nevis is a modern platform for advisors: meeting notes, tasks and email in one desktop, a library of agents, no-code workflows and a connected data layer, rolled out by a Nevis deployment team. It is also a full rebuild: the firm moves into it, and the problems on the other side show up after the move. Caddi is the AI operating system for operations, and it is verifiable at both ends. Discover reads the tools you already run and shows the repetitive work by hours before anything is built, and Govern logs every step of every run after. A firm evaluating Nevis for account opening, money movement and client maintenance should look at Caddi for the same work, with evidence first and every run on the record.
What does Nevis actually include?
Four parts, per neviswealth.com. Platform: native meeting notes and transcripts, tasks generated from meetings and emails, AI-drafted client emails, shared notes and a voice assistant. Agents, which Nevis calls Skills: prebuilt and repeatable agents for meeting prep, quarterly review packs, RMD tracking, high-cash reviews and similar work, with model routing across Anthropic, OpenAI and others. Workflows: a no-code builder for account opening (native Schwab and Fidelity), money movement with an AI compliance check, account maintenance and custom processes. Data: native connectors to Salesforce, Outlook, Teams, Zoom, DocuSign, SharePoint and Box, normalized into one client view with role-based permissions.
What is the difference between an agent that is a skill and an agent that runs as code?
A skill is a prompt plus a model plus access to data. Each run, the model reads the inputs and reasons its way through the steps again, so the same account can take a slightly different path on Tuesday than it did on Monday, and a step that is right nine times in ten is wrong somewhere in most seven-step runs. Caddi turns the steps your team already knows into code on verified connections, so the fixed steps take the same path every run, and reserves AI for the judgment steps, reading a varied PDF or deciding which of two routes applies. Every step of every run is logged in Govern.
Does Caddi take meeting notes or replace the advisor desktop?
No. Caddi does not take meeting notes, draft advisor emails or give advisors a new home screen. That is Nevis's front-office strength, and it is a modern one. Caddi runs the operations work that follows the meeting: account paperwork, custodian forms, CRM updates, billing checks and the rest, in the tools your team already uses.
How does each find the work to automate?
Nevis has nothing like Discover. It starts from a library of prebuilt agents for the work everyone knows about, and its deployment team maps the rest of the firm's workflows with you at rollout, from interviews. That means automating from the ground up with no evidence of which processes cost the most hours. Caddi Discover connects read-only to the tools you already run and reads their history, so on day one you see the repetitive work ranked by hours, including the work nobody put on a list, and you build the ones that matter first.
Who builds and maintains the workflows?
At Nevis, Workflows is no-code, and every enterprise customer gets a deployment team of Deployment Strategists, forward-deployed engineers and AI engineers who build the integrations and workflows, review them with compliance, and report value in monthly business reviews. At Caddi, your ops team builds the agent themselves in chat or on a screenshare, about 45 minutes on average, changes it in plain English when the process changes, and Caddi maintains the automation and the connections.
Is Nevis ever the better choice?
Yes. If your firm has decided to rebuild on one modern platform for advisors, with native meeting notes, Schwab and Fidelity account opening from inside the platform, and a dedicated deployment team accountable for adoption and EBITDA metrics, Nevis is built for that. It cites customers with $700B+ in combined AUM, SOC 2 Type II, US-only data residency and enterprise agreements with its AI providers. Caddi is the better fit when you want evidence of what to automate before you commit, a repeatable back-office process run the same way every time, every run on the record, the ops team in control, and a free plan to start.
How does pricing compare?
Nevis publishes no prices and starts with a demo request; its customer page describes national RIAs and multi-family offices. Caddi's Individual plan is free and includes Discover and Automate. Team and above are published prices, and usage is bounded by the allowance in the plan you chose.