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Finance

Automate Tamarac with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Tamarac. It runs the Tamarac steps your team does by hand today, and connects it to Addepar, Black Diamond, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Tamarac integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Tamarac and every tool it touches, including the screens with no API.

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How to automate Tamarac

  1. Connect Tamarac to Caddi

    Allow

    1Sign in to Tamarac

    One click with your own Tamarac login. No API keys.

  2. Automate quarterly review packet generation in Tamarac.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Tamarac integrations

Connect Tamarac with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Tamarac

Why teams automate Tamarac

Envestnet | Tamarac runs portfolio management, performance reporting, and rebalancing for many RIAs — but the data flowing in and out of it still passes through the CRM, the custodian, and the document system. Caddi AI Agents automate that surrounding loop so operations stop rekeying between Tamarac and everything else.

The expensive work isn't inside Tamarac — it's the recurring motions around it: rebuilding the quarterly review packet for every household, reconciling billing against custodian feeds, and keeping account mappings aligned with the CRM. Caddi runs those motions end-to-end so the next manual touch is an advisor reviewing, not assembling.

Loops Caddi runs against Tamarac

  • Quarterly review packet generation

    Recommended pattern
    1. Tamarac
    2. Salesforce
    3. Box

    Caddi pulls each household's performance and positions from Tamarac, builds the client review packet, files it in the document system with consistent naming and metadata, and notifies the advisor.

  • Tamarac ↔ CRM account mapping

    Recommended pattern
    1. Tamarac
    2. Salesforce

    Caddi keeps account-number rules and household structures aligned between Tamarac and Salesforce, creating and updating records on a daily run so the two systems never drift.

  • Fee billing reconciliation

    Recommended pattern
    1. Tamarac
    2. Schwab
    3. Fidelity
    4. Quickbooks

    Caddi reconciles Tamarac AUM fee runs against custodian feeds, surfaces exceptions for review, and posts clean entries to QuickBooks for finance.

Where finance teams use it

  • Client onboarding & account opening

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

  • Meeting prep & follow-up

    Pull the right Tamarac 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 Tamarac metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

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

Questions about automating Tamarac

Does Caddi have a real Tamarac integration?

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

Do I need engineering help to automate Tamarac with Caddi?

No. You demonstrate the workflow, clicking through Tamarac 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 Tamarac data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Tamarac, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Tamarac 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 Tamarac, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Tamarac?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Tamarac

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See it on your stack

Ready to automate Tamarac?

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