For heads of advisory & client experience

Give advisors their time back.
For clients.

Caddi automates the work between meetings, from prep and follow-ups to account opening, reporting, and CRM updates, so your advisors and client-facing teams spend their hours on relationships, not on moving data between systems.

Trusted by leading firms
The advisory case

Your advisors should be in front of clients, not in the CRM.

Client-facing talent is your most expensive capacity, and too much of it goes to admin between systems. Caddi reclaims those hours and makes the client experience consistent across every advisor.

  • 01

    Hours back for client relationships

    Meeting prep, follow-up notes, CRM updates, and document filing eat advisor time that should go to clients. Caddi runs that work in the background so your most valuable people stay client-facing.

  • 02

    A consistent client experience

    Every client gets the same timely follow-up, the same accurate record, the same polished deliverable, regardless of which advisor they work with or how busy the week is.

  • 03

    CRM hygiene without the nagging

    Caddi keeps the CRM current from the work advisors already do, so your data is clean for reporting and compliance without anyone chasing advisors to update records.

Use Cases

The work between meetings, on autopilot.

Caddi learns the workflows that keep clients served, from prep and follow-up to onboarding and reporting, then runs them so advisors stay focused on the relationship.
  • 01/ 06Use case

    Meeting prep & briefings

    Caddi assembles the client brief ahead of each meeting, pulling the latest from the CRM, portfolio system, and prior notes, so advisors walk in prepared without an hour of manual gathering.

    Typical stack
    • Salesforce
    • Wealthbox
    • Orion
    • Microsoft 365
Integrations & Apps

Connects to the advisor stack you already run.

  • Salesforce
  • Wealthbox
  • Orion
  • Redtail
  • DocuSign
  • Outlook
See all integrations
Benefits

AI for client-facing teams, built to your bar.

  • 01

    Built by your operations team

    Your ops or advisory lead records a workflow once. No engineers, no CRM-admin queue, no waiting on IT.

  • 02

    No guesswork on client data

    Verified code calls your CRM, custodian, and portfolio system via API. No AI improvising on household data.

  • 03

    Advisor capacity you can measure

    Hours returned to client time, follow-ups completed, records kept current, all reportable to leadership.

  • 04

    Inherits your team's permissions

    Runs with the access your advisors and ops already have. No new privileged service accounts.

Security & Privacy

Built to pass your compliance review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your CCO and operations team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Give your advisors their time back..

See how client-facing teams use Caddi to stay in front of clients, in a 30-minute walkthrough on your own workflows.