FinanceFinance Specific

Automate Addepar with Caddi

Built for finance teams.

Addepar gives finance teams a complete picture of every client's portfolio — but the work of getting data in, out, and in front of clients still falls on operations. Caddi automates the loops that surround Addepar so analysts stop copy-pasting positions and reports.

Why automate it

The work around Addepar is where time disappears.

Most Addepar pain isn't in Addepar itself — it's in the dozens of weekly motions around it: pulling positions for a client meeting, refreshing custodian data, mailing performance reports, and reconciling against the CRM. Caddi handles those motions end-to-end.

Workflows

Loops Caddi runs against Addepar

  • Client review packet generation

    Recommended pattern
    1. Addepar
    2. Salesforce
    3. Laserfiche

    Caddi pulls each household's positions and performance from Addepar, generates the review packet, files it in the document system with the right metadata, and notifies the advisor.

  • Custodian reconciliation

    Recommended pattern
    1. Addepar
    2. Salesforce
    3. Microsoft Excel

    Caddi compares custodian feeds against Addepar positions, flags discrepancies, and writes the reconciled record back to the household in your CRM.

  • Quarterly billing prep

    Recommended pattern
    1. Addepar
    2. Google Sheets
    3. Salesforce

    Caddi pulls billable AUM from Addepar, builds the invoice spreadsheet, runs validation against custodian and CRM data, and hands the file to operations for review.

Where finance teams use it

Caddi + Addepar, in practice

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Addepar with no rekeying.

  • Meeting prep & follow-up

    Pull the right Addepar data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Addepar metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Addepar, and write the audit-ready record back to the right account.

FAQ

Questions about automating Addepar

Does Caddi have a real Addepar integration?

Yes. Caddi runs verified code against Addepar's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Addepar is reviewed before it runs in production.

Do I need engineering help to automate Addepar with Caddi?

No. You demonstrate the workflow once — clicking through Addepar the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Addepar data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Addepar with no model in the loop.

Can Caddi connect Addepar to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Addepar, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Addepar

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Ready to automate Addepar?

Drop your work email and we'll show you Caddi running end-to-end against Addepar and the rest of your stack.