Scale AUM. Without scaling ops.

Caddi automates the cross-tool work between your CRM, custodian, portfolio system, and DMS—Salesforce, Wealthbox, Orion, Tamarac, Addepar, Schwab, Fidelity, DocuSign, Box—so advisors and operations stay client-facing.

Trusted by leading RIAs
In Production

Running at RIAs today.

Not pilots. Daily-running loops across financial planning and enterprise wealth firms—built once, running unattended, attributable to the household.

  • Wealth management · 17 months in production
    500+
    Days of unattended, scheduled production — Caddi’s longest-running RIA

    Model Selection Forms completed and sent at scale. MGP plans moved from OneDrive to Laserfiche on a schedule. Client meeting invites composed and dispatched from Salesforce — every workflow tied back to the household record, every loop running daily.

    “Caddi is creating leverage for The Planning Center.”

    — Matt Mercer, COO, The Planning Center
  • Enterprise wealth · 9 months in production
    3.3×
    Advisor growth Caddi-automated transitions are sized to absorb (1,500 → 5,000)

    Caddi reads NAF and COD PDFs from Box and populates Salesforce — households, accounts, beneficiaries, and related fields — turning broker-dealer transitions from a hiring constraint into a scheduled, unattended loop as the firm scales for M&A.

    “Hours saved → redistributed.”

    — Operations leadership — named as the firm’s North Star metric
Metrics drawn from production usage logs across Caddi customers. Every run is timestamped, attributable, and auditable.
Use Cases

The RIA back office,
on autopilot.

Caddi learns the workflows that move clients through your firm—new account opening, transitions, money movement, reporting, fee billing—and turns them into reliable, auditable automations across your stack.
  • 01/ 09Use case

    New account opening

    Caddi opens new client accounts straight from your CRM — reading household, beneficiary, and KYC fields from Salesforce or Wealthbox, filling the custodian application at Schwab, Fidelity, or Axos, and sending the package via DocuSign. Cycle time drops from days to minutes.

    Typical stack
    • Salesforce
    • Wealthbox
    • Schwab
    • Fidelity
    • DocuSign
Benefits

AI for fiduciaries—built to your firm's compliance bar.

  • 01

    Built by your operations team

    Your COO or ops lead records a workflow once. No engineers, no Salesforce admin queue, no waiting on IT.

  • 02

    No hallucination risk on client data

    Verified code calls your CRM, custodian, and DMS via API. No AI guesswork on household data, no fiduciary surprises.

  • 03

    Capacity you can measure

    Hours saved per workflow, runs executed, exceptions caught — reportable to your partners and growth committee.

  • 04

    Inherits your user's permissions

    Caddi runs with the access your operations team already has in Salesforce, Box, and your custodian. No new privileged service accounts.

Security & Privacy

Built to your firm's compliance bar.

SOC 2

Attested controls. Supervisory-friendly audit trail.

Every workflow, every input, every output is logged and reviewable. Your CCO can walk through any run end-to-end.

Zero retention with LLM vendors

AI runs on client data—under your firm's controls.

When a workflow needs to read a statement, classify a service request, or extract a value, LLM calls run under enterprise zero-data-retention agreements with our model vendors—your client data is never used for training. Caddi keeps a 30-day audit trail of every prompt, response, and run so your CCO and operations team can review and track activity, then it ages off. Every run is scoped to the user's CRM and custodian permissions.