FinanceOperations

Signed IPS Archiving

Built for Finance Operations Teams.

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.

Why this matters

The manual work this replaces

Staff must manually retrieve signed IPS documents, file them with the right metadata, and update household records and follow-up tasks across systems.

What Caddi does

How the automation runs

  1. Laserfiche
  2. Docusign
  3. Salesforce

This process saves completed IPS documents after signature by downloading finalized DocuSign envelopes, filing the signed IPS PDF to the correct client folder in Laserfiche with the proper metadata, and updating the related Salesforce household record. It also extracts key IPS details from the signed document, including allocation and model information, then completes the associated awaiting-signatures task in Salesforce.

Value created

What changes after Caddi

Ensures signed IPS forms are archived correctly, key model details are captured, and related Salesforce tasks are closed out promptly.

Browse all
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.

Finance

Cash Request Processing

Pre-fill cash request forms with household and account details, validate the requested amount against available cash, and route the request for advisor approval and signature, reducing manual processing for client services 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 Signed IPS Archiving automated at your firm?

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