Automate TradePMR with Caddi AI Agents
Built for finance teams.
TradePMR is the custodian and Fusion platform many independent RIAs run on. Caddi AI Agents move account and client data between TradePMR and the rest of the stack through its partner API.
Yes, Caddi integrates with TradePMR. It runs the TradePMR steps your team does by hand today, and connects it to Wealthbox, eMoney, and Salesforce. You teach the workflow once by screen-share; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
Get a demo on your TradePMR work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your TradePMR work.
Caddi AI Agents find the repetitive work your team does in TradePMR, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.
- 1
Discover
Caddi AI Agents find the repetitive TradePMR work and rank it by the hours it would give back, with the evidence attached.
- 2
Automate
Show them the job once, like a new hire. They build verified code and run it across your stack.
- 3
Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
WealthboxWhat Caddi does with TradePMR
Why teams automate TradePMR
Custodian paperwork and account data get rekeyed into the CRM and planning tools. Caddi moves them automatically and checks them back.
Loops Caddi runs against TradePMR
New account paperwork
Recommended patternCaddi prepares TradePMR account-opening paperwork from the client record in Wealthbox.
Sync account data
Recommended patternCaddi updates Salesforce with new TradePMR account numbers and status.
Planning update
Recommended patternCaddi refreshes eMoney with TradePMR account details for plan reviews.
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 TradePMR with no rekeying.
Meeting prep & follow-up
Pull the right TradePMR 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 TradePMR metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against TradePMR, and write the audit-ready record back to the right account.
Questions about automating TradePMR
Does Caddi have a real TradePMR integration?
Yes. Caddi runs verified code against TradePMR's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for TradePMR is reviewed before it runs in production.
Do I need engineering help to automate TradePMR with Caddi?
No. You demonstrate the workflow, clicking through TradePMR 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 TradePMR data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against TradePMR, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect TradePMR 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 TradePMR, 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 TradePMR?
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.
Ready to automate TradePMR?
Drop your work email and we'll show you Caddi running end-to-end against TradePMR and the rest of your stack.