Future Proof Festival 2026
See how Caddi gives RIAs a digital workforce for the back office, from account opening and PDF-to-CRM to reconciliation and reporting.
RIAs, financial advisors, and wealth operations leaders
Future Proof brings the wealth industry to the beach: RIAs, advisors, and the operators who keep firms running. It is the best place to talk about growing AUM without growing headcount.
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 a digital workforce for the operational grind: account opening, PDF-to-CRM data entry, reconciliation, meeting prep, and reporting. Deterministic, auditable, and built for a compliance bar that keeps rising.
Book a time below and we will map your most painful back-office workflow and show you exactly what automating it looks like.