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Automate TradePMR with Caddi AI Agents

Built for finance teams.

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

Visit tradepmr.com

How to automate TradePMR

  1. Connect TradePMR to Caddi

    Allow

    1Sign in to TradePMR

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

  2. Automate new account paperwork in TradePMR.

    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

TradePMR integrations

Connect TradePMR 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 TradePMR

Why teams automate TradePMR

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.

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 pattern
    1. TradePMR
    2. Wealthbox

    Caddi prepares TradePMR account-opening paperwork from the client record in Wealthbox.

  • Sync account data

    Recommended pattern
    1. TradePMR
    2. Salesforce

    Caddi updates Salesforce with new TradePMR account numbers and status.

  • Planning update

    Recommended pattern
    1. TradePMR
    2. eMoney

    Caddi 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.

Often automated alongside TradePMR

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See it on your stack

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.