FinanceAdvisors & Client-Facing

Household Review Report Filing

Built for Financial Advisors.

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

Why this matters

The manual work this replaces

Staff have to manually identify the right household, generate review reports, and file them with the correct metadata across multiple systems.

What Caddi does

How the automation runs

  1. Orion
  2. Salesforce
  3. Laserfiche

This process generates and stores a household Review Meeting Report for clients. It uses Salesforce to access the household record, Orion to generate and download the report as a PDF, File Explorer to rename the file, and LaserFiche to upload and categorize the document. The workflow involves accessing the household in Salesforce, running and downloading the report in Orion, renaming the file, and uploading it to LaserFiche with the correct metadata.

Value created

What changes after Caddi

Automates review report creation and filing, making meeting materials easier to produce and store consistently.

Browse all
Finance

Financial Report Archiving

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

Finance

Addepar Client Review Packet

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.

Finance

eMoney Annual Review Prep

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.

See it on your stack

Want Household Review Report Filing automated at your firm?

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