Caldris helps the best wealth advisors think sharper, move faster, and focus on what matters. By automating repetition and enhancing intelligence, we give advisors back the time for what clients actually pay for: judgment.
Why the top firms choose Caldris
Document intake
Position reconciliation
K-1 season
Client reporting
Deadline tracking
Compliance filings
Automate your backoffice
Document intake, reconciliation, and reporting run continuously in the background. Your team stays focused on clients, not operations.
Research note
Concentrated AI exposure across the book
Only a cross-entity view can stage it safely — wash-sale aware, family by family.
Research with power
Investment-grade answers across every family and structure — grounded in your firm’s knowledge and cited to the source.
Grow your AUM
Scouted leads, idle capacity, and proposal-ready opportunities surfaced across your book — so the next dollar of AUM finds you first.
AI agents do the work
Your advisors make the calls
Every night, a fleet of specialized agents goes to work on your book — reading documents, reconciling positions, checking every rule that governs every entity. They draft; your advisors decide.
Specialized, not general
Each agent does one job — documents, reconciliation, tax windows — with expert context.
Advisors in command
Agents read, check, and draft. Nothing reaches a client without your sign-off.
Auditable to the line
Every step is logged, every claim cited. Audit the machine like you would a person.
1,847 positions reconciled across 3 custodians
Amended K-1 read — basis corrected $14,200
Wash-sale window cleared · IRS §1091
Concentrated AI exposure flagged across 2 families
Client memo drafted — waiting on your review
1,847 positions reconciled across 3 custodians
Amended K-1 read — basis corrected $14,200
Wash-sale window cleared · IRS §1091
Concentrated AI exposure flagged across 2 families
Client memo drafted — waiting on your review
Built for the firms families trust
Whitfield Family
Vance Family
Restrepo Family
Alvarez Family
Kessler Family
Osei Family
Multi-Family Offices
Dozens of families, hundreds of entities, one team. Caldris scales senior-advisor depth across the whole book — every family, every day.
Your book
47 households · 214 entities
Every account reconciled overnight. Every recommendation cited.
Registered Investment Advisors
For books that outgrew portfolio tools. Caldris adds the entity-level reasoning UHNW relationships demand — without adding headcount.
Single Family Offices
One family, full depth. The whole structure — trusts, LLCs, IRAs, foundations — modeled and watched in one private place.
Private by design
Enterprise security from day one
SOC 2 Type II
Coming soonCCPA
Coming soonISO 27001
Coming soonGDPR
Coming soonISO 42001
Coming soonYour data never trains models. Every firm isolated, every byte encrypted, every action logged.