Addepar Client Review Packet
Built for Finance Operations Teams.
Pull each household's positions and performance from Addepar, generate the quarterly review packet, file it in the document system with the right metadata, and notify the advisor, reducing manual packet assembly for finance operations teams.
The manual work this replaces
Operations teams spend hours each cycle exporting Addepar positions, reformatting performance into the firm's packet template, filing the PDF, and chasing advisors to confirm it is ready for the meeting.
How the automation runs
This process produces a household's quarterly review packet end-to-end. It pulls positions and performance for the household from Addepar, matches the household to its CRM record for advisor and meeting metadata, populates the firm's review-packet template, files the resulting PDF in Laserfiche under the correct household folder with billing-period metadata, and notifies the advisor in Outlook that the packet is ready.
What changes after Caddi
Cuts review-cycle packet prep from hours to minutes per household and ensures every advisor sees a complete, correctly filed packet before the meeting.
Want Addepar Client Review Packet automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.