FinanceAdvisors & Client-Facing

eMoney Annual Review Prep

Built for Financial Advisors.

Gather updated client facts from the CRM and custodian, refresh eMoney plan inputs, regenerate the deliverable, and file it for the advisor, reducing manual data refresh for financial advisors ahead of each annual review.

Why this matters

The manual work this replaces

Advisors and ops staff manually re-enter household facts and balances into eMoney before every annual review, then export and file the plan deliverable by hand.

What Caddi does

How the automation runs

  1. eMoney
  2. Salesforce
  3. Laserfiche

This process refreshes an eMoney plan ahead of a household's annual review. It pulls updated facts from the CRM (beneficiaries, goals, income changes), retrieves current balances from the custodian, updates the matching household plan in eMoney, regenerates the plan deliverable, and files the PDF in Laserfiche under the household folder with review-date metadata.

Value created

What changes after Caddi

Removes the manual re-keying that precedes every annual review and ensures eMoney plans, deliverables, and filed copies stay in sync with the CRM and custodian.

Browse all
Finance

Household Review Report Filing

Generate household review meeting report PDFs and file them with the correct metadata, reducing manual report prep and archiving for advisor teams.

Finance

MoneyGuidePro Plan Refresh Ahead of Every Review

Two weeks before each client review, refresh MoneyGuidePro inputs from the CRM and custodian, run the plan, and file the deliverable, reducing last-minute plan prep for advisors.

Finance

Signed IPS Archiving

Download signed investment policy statements, archive the PDFs with the right metadata, and update the related household record and task, reducing manual post-signature processing for investment operations teams.

See it on your stack

Want eMoney Annual Review Prep automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.