T3 Technology Conference 2027
T3 is where advisors decide which technology runs their firm next year. We will be at Booth 227 showing agents that run the RIA back office, deterministically and with a full audit trail.
Independent advisors, RIA leaders, and wealth tech decision makers
T3 is the technology conference for independent and hybrid advisors and the enterprise teams that serve them. It is the room where firms compare their stack, look hard at what AI actually does, and leave with a plan.
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 across the tools you already use. Every run is deterministic and auditable, so the answer to "what did the AI do?" is a log, not a shrug.
Find us at Booth 227, 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.