Solution introduction
Train an agent the way you train a new hire. Show it the work, explain the exceptions, and it runs across your CRM, custodian, portfolio system and document store. Every run logged
Account opening, advisor transitions, client reporting, ACATs, fee billing and document filing, handled by agents your operations team teaches itself. No coding, no IT project
Caddi Hybrid Agents run the repeatable work of a wealth management back office across the systems a firm already owns: CRM (Salesforce Financial Services Cloud, Wealthbox, Redtail), custodians (Schwab Advisor Center, Fidelity WealthScape, Axos), portfolio and reporting platforms (Orion, Tamarac, Addepar, Black Diamond), document systems (Box, SharePoint, Laserfiche, ShareFile, NetDocuments), e-signature (DocuSign) and finance tools (QuickBooks).
Work an agent typically takes over:
- New account opening: read household, beneficiary and KYC fields from the CRM, complete the custodian application, and send the package for signature. Cycle time drops from days to minutes.
- Advisor and book transitions: read NAF and COD paperwork from Box or SharePoint and populate the CRM at acquisition speed, without hiring proportional ops headcount.
- Document filing: file completed DocuSign envelopes to the right client folder with consistent naming, and attach them to the matching CRM record.
- Client and performance reporting: pull performance from the portfolio system, assemble the deliverable, and file it with consistent metadata every quarter.
- Money movement: pre-fill journals, distributions and ACAT transfers, validate against custodian rules, and route for approval or e-signature.
- Quarterly fee billing: reconcile the fee run across custodian and portfolio system, surface exceptions for review, and post clean entries to the ledger.
- Shared mailbox triage: classify service, operations and compliance email, file attachments to the right client record, and route each task to its owner.
An operations lead teaches an agent the way they would onboard a new hire: walk through the process, explain why each step matters, and say what to do with the cases that do not fit the pattern. The agent asks about anything ambiguous, and the person reviews its first runs and corrects them the same way they would coach a new joiner. Nobody writes code and nobody files a development ticket. Leadership sees every agent, every change and every run in one place, which is what makes the model safe to scale past a single team.
