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.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate meeting prep in Salesforce and Wealthbox. Caddi builds the loop and runs it.
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.
Teach Caddi like a new hire.
Help me automate meeting prep in Salesforce and Wealthbox. Caddi builds the loop and runs it.
The work between meetings, on autopilot.
Meeting prep & briefings
Connects to the advisor stack you already run.
Salesforce
Wealthbox
Addepar
Practifi
DocuSign
Outlook
AI for client-facing teams, built to your bar.
- 01
Built by your operations team
Your ops or advisory lead records a workflow. No engineers, no CRM-admin queue, no waiting on IT.
- 02
Deterministic runs on client data
Verified code calls your CRM, custodian, and portfolio system via API, handling household data the same way on every run.
- 03
Advisor capacity you can measure
Hours returned to client time, follow-ups completed, records kept current, all reportable to leadership.
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Inherits your team's permissions
Runs with the access your advisors and ops already have. No new privileged service accounts.
Built to pass your compliance review.
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.
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, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.
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.