FinanceFinance Specific

Automate Tamarac with Caddi

Built for finance teams.

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 automates that surrounding loop so operations stop rekeying between Tamarac and everything else.

Why automate it

The work around Tamarac is where time disappears.

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.

Workflows

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

Caddi + Tamarac, in practice

  • 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.

FAQ

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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Tamarac with no model in the loop.

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.

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.