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Cut Busywork. Grow Client Portfolios.
Caddi streamlines your operations so your team can focus on client relationships and revenue growth.
Trusted Users
Use Cases
Financial Workflows,
Perfectly Automated
Caddi learns your firm’s unique processes and turns them into reliable, automated workflows.
Client Onboarding
Auto-fill forms, sync with your CRM, and send contracts for signature—all in one go.
Task Updates & Monitoring
Keep projects on track by updating tasks in your PM tools and notifying the right people.
Operations & Compliance Tasks
Pull data from CRMs and auto-fill templates—accurate, fast, and audit-ready.
Document & Inbox Management
File documents and triage emails without wasting advisor time.
Recurring Scheduling & Follow-Ups
Auto-schedule client calls, and send follow-ups post-meeting.
Money Movement Requests
Pre-fill forms, validate entries, and route for approval or e-signature.
Client Reporting
Generate reports across systems and file them with consistent naming and metadata.
Contract & Document Execution
Simplify how agreements are prepared, signed, and stored across systems.
Account Creation & Setup
Open new client accounts across tools and custodians, without manual re-entry.
Every firm is different.
That’s why Caddi learns from you.
Client Onboarding
Caddi transforms client onboarding by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.
Email Management
Caddi streamlines email workflows by automating attachment storage, notifying the right team members, and handling automatic responses. No more letting client emails sit unanswered—Caddi ensures every important message gets the attention it deserves.
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Document Organization
Managing documents is tedious and error-prone. Caddi automates saving, renaming, categorization, and retrieval, ensuring your team always has the right file—without the hassle.
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Data Entry
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Billing & Invoicing
Caddi simplifies billing by automating invoice creation, tracking payments, and sending reminders—ensuring nothing falls through the cracks.
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Client Intake
Caddi transforms client intake by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.
Integrations & Apps
Every connection you need. In one place.
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Benefits
All the power of AI—without the risks.
Personalized Automations
No tech skills needed, no more waiting for IT.
No Hallucination Risk
Verified code connects to your cloud tools via API—no AI guesswork.
Time & Cost Savings
Track every hour saved with detailed usage insights.
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Works Where You Work
Run automations from email, Slack, Teams, or wherever you already work.
Privacy Compliance
Generate code with uncompromising security for client data.
Caddi adapts to any process in your firm, building custom automations that work the way you do.
Security
Enterprise-ready security for confidential client data
Built for Security & Compliance
Security isn’t just a feature—it’s our foundation. With a SOC 2 attestation, we’ve proven that our controls meet the highest industry standards for protecting your data.
AI That Never Touches Your Data
Our AI watches, learns, and builds—without touching your client data. Once created, automations run exactly as designed, with no AI involved in execution, ensuring consistency and privacy.