ADVISE AI 2026
The conference is about AI in wealth management. We will be there showing the part that actually runs: agents doing the back-office work, deterministically and with a full audit trail.
Financial advisors and wealth leaders putting AI to work
ADVISE AI, from the team behind Financial Planning, is the conference dedicated to how advisors actually use AI: what works today, what is hype, and what compliance will sign off on. That is exactly the conversation we want to have.
Caddi is a hybrid agent platform. An agent ideates on the agents your firm needs, builds them, and then keeps improving them indefinitely, so your back office compounds instead of stalling. For RIAs that means agents handling account opening, PDF-to-CRM data entry, reconciliation, meeting prep, and reporting. Every run is deterministic and auditable, so the answer to "what did the AI do?" is a log, not a shrug.
Find us on the floor, or book a time below and we will map your most painful back-office workflow and show you exactly what an agent running it looks like.