Automate Wealthbox with Caddi
Built for finance teams.
Wealthbox is the modern CRM advisors actually like using — but updates still pile up after every meeting, signature, and inbox check-in. Caddi handles those updates automatically.
The work around Wealthbox is where time disappears.
Manual CRM hygiene is the single biggest tax on a growing advice team. Caddi writes the right note, task, and tag into Wealthbox every time something happens in email, storage, or your planning system.
Loops Caddi runs against Wealthbox
Inbound email triage
Recommended patternCaddi reads inbound client email, identifies the household, logs the conversation in Wealthbox, and opens the right follow-up activity.
Signed-doc close-out
Recommended patternWhen a document is signed, Caddi files it, updates Wealthbox with the new household state, and closes the open workflow step.
Meeting prep pack
Recommended patternThe morning of each meeting, Caddi assembles the prep pack from Wealthbox, the planning tool, and the custodian, and emails it to the advisor.
Caddi + Wealthbox, in practice
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Wealthbox with no rekeying.
Meeting prep & follow-up
Pull the right Wealthbox 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 Wealthbox metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Wealthbox, and write the audit-ready record back to the right account.
Questions about automating Wealthbox
Does Caddi have a real Wealthbox integration?
Yes. Caddi runs verified code against Wealthbox's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Wealthbox is reviewed before it runs in production.
Do I need engineering help to automate Wealthbox with Caddi?
No. You demonstrate the workflow once — clicking through Wealthbox 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 Wealthbox 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 Wealthbox with no model in the loop.
Can Caddi connect Wealthbox 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 Wealthbox, 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 Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against Wealthbox and the rest of your stack.