Automate MoneyGuidePro with Caddi
Built for finance teams.
MoneyGuidePro is where the plan happens — but the inputs, updates, and outputs travel through your CRM, custodian, and document system. Caddi automates the surrounding workflow so planners can focus on advice.
The work around MoneyGuidePro is where time disappears.
Annual reviews stall when client facts have drifted across systems. Caddi refreshes MoneyGuidePro inputs on a cadence, runs the plan, and routes deliverables to the right places with the right metadata.
Loops Caddi runs against MoneyGuidePro
Plan refresh ahead of every review
Recommended patternTwo weeks before each client review, Caddi refreshes MoneyGuidePro inputs from the CRM and custodian, runs the plan, and files the deliverable.
Risk-tolerance update flow
Recommended patternWhen a client returns an updated risk questionnaire, Caddi updates MoneyGuidePro, the CRM, and routes any out-of-policy positions to compliance.
Deliverable archive + task close-out
Recommended patternCaddi files newly generated plan PDFs in the document system, applies the right metadata, and closes the related CRM task.
Caddi + MoneyGuidePro, in practice
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in MoneyGuidePro with no rekeying.
Meeting prep & follow-up
Pull the right MoneyGuidePro 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 MoneyGuidePro metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against MoneyGuidePro, and write the audit-ready record back to the right account.
Questions about automating MoneyGuidePro
Does Caddi have a real MoneyGuidePro integration?
Yes. Caddi runs verified code against MoneyGuidePro's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for MoneyGuidePro is reviewed before it runs in production.
Do I need engineering help to automate MoneyGuidePro with Caddi?
No. You demonstrate the workflow once — clicking through MoneyGuidePro 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 MoneyGuidePro 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 MoneyGuidePro with no model in the loop.
Can Caddi connect MoneyGuidePro 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 MoneyGuidePro, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro and the rest of your stack.