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Client onboarding for advisory firms

Automate client onboarding.
From signed client to open account.

Caddi AI Agents prefill the custodian account forms from your CRM, send the packet for signature, check every form for missing or mismatched fields before it goes in, and file the signed copies to the household. New clients open faster, NIGO rejections drop, and your operations team stops rekeying the same household into four systems.

SOC 2 Type II150+ integrationsEvery run logged

Help me automate new household in Wealthbox and Docusign. Caddi builds the loop and runs it.

Trusted by leading firms
The case for automating client onboarding

The first impression is a stack of paperwork.

A new client's first weeks are account forms, signatures, and follow-ups, and every form that comes back not in good order resets the clock. Onboarding is also where most rekeying happens: the same household typed into the CRM, the custodian forms, the portfolio system, and the planning tool.

  • 01

    Accounts open sooner

    Forms prefilled from the CRM and sent together turn a week of back-and-forth into one signing session, so assets move while the client is still excited to move them.

  • 02

    NIGO caught before submission

    Caddi checks each form for missing signatures, blank fields, and values that disagree with the CRM before it reaches the custodian, instead of learning about it from a rejection.

  • 03

    Enter the household once

    Data captured at the start flows into every system that needs it, so the CRM, custodian, and portfolio records agree from day one.

How it works

Caddi AI Agents discover, automate, and govern back-office work.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Use Cases

Every step between yes and funded.

Caddi learns how your team onboards a household today and turns each step into a logged, repeatable workflow.
  • 01/ 06Use case

    Prefill custodian account forms

    Caddi fills the new account, transfer, and beneficiary forms from the household record, so nobody retypes names, addresses, and account details.

    Typical stack
    • Wealthbox
    • Salesforce
    • Schwab
    • Fidelity
Workflow library

Real onboarding workflows advisory firms automate with Caddi.

Live onboarding and account paperwork workflows from the Caddi library. Open one to see the tools it touches and the steps it runs.
View all client onboarding workflows
Integrations & Apps

Runs across your CRM, custodians, and document tools.

  • Salesforce
  • Wealthbox
  • Schwab
  • Fidelity
  • DocuSign
  • Box
See all integrations
Benefits

Faster onboarding, built to your bar.

  • 01

    Built by your operations team

    Your team records how a household gets onboarded today. No engineers, no IT ticket, no new portal for clients to learn.

  • 02

    Deterministic runs on client data

    Verified code fills forms and writes records via API, the same way on every run, with any model step scoped and reviewable.

  • 03

    Onboarding you can measure

    Days to open, NIGO rate, and hours per household, all reportable to leadership in one dashboard.

  • 04

    Inherits your team's permissions

    Caddi works with the access your staff already have. No new privileged service accounts to govern.

Security & Controls

Built to pass your compliance and IT review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your CCO and IT team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.

Onboard the next household in one pass.

See how advisory firms use Caddi to open accounts faster with fewer NIGO rejections, in a 30-minute walkthrough on your own onboarding workflow.