FinanceIntake & New Business

Financial Report Archiving

Built for RIA Intake Teams.

Generate client financial report PDFs and archive them with the correct template and metadata, reducing manual report handling for financial planning teams.

Why this matters

The manual work this replaces

Staff must manually generate financial reports, locate the saved file, and archive it with the right metadata in LaserFiche.

What Caddi does

How the automation runs

  1. Laserfiche
  2. OneDrive

This process generates a comprehensive client financial report and archives it in LaserFiche. It uses MoneyGuidePro to search for the client, review their plan, record the scenario, and generate the report. The report PDF is saved to the Planning Center Shared Folder, then located in File Explorer and imported into LaserFiche with the correct template and metadata.

Value created

What changes after Caddi

Speeds report production and archiving, while making client financial reports easier to store consistently and retrieve later.

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

Model Form Filing

File and classify client investment model selection forms in the correct intake folder, reducing manual document filing for advisor teams.

Finance

Signed Model Form Archiving

Collect signed model selection forms and archive the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.

See it on your stack

Want Financial Report Archiving automated at your firm?

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