Scale AUM. Without scaling ops.
Caddi AI Agents run your CRM, custodian, portfolio system, and DMS as one process, so advisors and operations stay in front of clients instead of re-keying between them.
SOC 2 Type II·150+ integrations·Every run loggedDownload the RIA one-pager (PDF)
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Engagement letters filed to ClioFrom Outlook · started 9:1414294142of 42Running1 needs you✓ All filedDiscover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Engagement letters filed to ClioFrom Outlook · started 9:1414294142of 42Running1 needs you✓ All filedDiscover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Engagement letters filed to ClioFrom Outlook · started 9:1414294142of 42Running1 needs you✓ All filed
“This is like, from a process standpoint, just a game changer. I can think of any process I want and it doesn't have to exist today. I can just speak it into existence.”
Your advisory stack, already wired in.
The work RIAs hand to Caddi first.
Each one runs across your CRM, portfolio system, and document storage, with every step logged.
Client details typed once, then carried onto every account form.
The onboarding packet moves from DocuSign into your CRM and onto each account's paperwork, so operations reviews instead of re-keying.
“That 17-minute process is boiled down to two and a half minutes.”
Salesforce consultant to an RIA Transition and account forms filled from the source documents.
Statements, agreements, and alternative-investment paperwork become completed forms ready for review, even when every fund's form is different.
“We're staffed with like 5 or 6 people and they're working all day, every day, just completing forms and sending them out.”
Operations leader, RIA Portfolio system and CRM in step every morning, before advisors log in.
Orion, Black Diamond, Tamarac, and Salesforce are compared on a schedule, and every difference is flagged for a person to settle.
“It ran this morning at 6 a.m. It's working great. It's doing its job, and that's wonderful.”
Client service operations manager, RIA Every document named your way and filed to the right household.
Signed agreements, statements, and tax documents are renamed to your convention and saved to the client's folder, with a record of each one.
Files are not always named consistently, and not always saved in the right place.
Chief operating officer, RIA Quarterly reports and fee files assembled on schedule, ready to approve.
Performance reports and billing inputs come together from your portfolio system each quarter, with exceptions held for review.
- Built by your operations team, no engineers
- Same steps on every run
- Inherits each user's permissions
- Every run logged for your CCO
Running at RIAs today.
Not pilots. Daily-running loops across financial planning and enterprise wealth firms—built once, running unattended, attributable to the household.
500+Days of unattended, scheduled production — Caddi’s longest-running RIAModel Selection Forms completed and sent at scale. MGP plans moved from OneDrive to Laserfiche on a schedule. Client meeting invites composed and dispatched from Salesforce — every workflow tied back to the household record, every loop running daily.
“Caddi is creating leverage for The Planning Center.”
— Matt Mercer, COO, The Planning Center
3.3×Advisor growth Caddi-automated transitions are sized to absorb (1,500 → 5,000)Caddi reads NAF and COD PDFs from Box and populates Salesforce — households, accounts, beneficiaries, and related fields — turning broker-dealer transitions from a hiring constraint into a scheduled, unattended loop as the firm scales for M&A.
“Hours saved → redistributed.”
— Operations leadership — named as the firm’s North Star metric
Built to your firm's compliance bar.
Attested controls. Supervisory-friendly audit trail.
Every workflow, every input, every output is logged and reviewable. Your CCO can walk through any run end-to-end.
AI runs on client data—under your firm's controls.
When a workflow needs to read a statement, classify a service request, or extract a value, LLM calls run under zero-data-retention terms with OpenAI and Anthropic, and the contents of your CRM and other connected systems are never used to train models. Caddi keeps a 30-day audit trail of every prompt, response, and run so your CCO and operations team can review and track activity, then it ages off. Every run is scoped to the permissions the user already has in each connected system.