Your Practice.Smarter Workflows.Real Momentum.

Made for Financial Advisors

Pre-built workflows and AI assistance helping you stay on top of opportunities, improve client follow-up, and drive more revenue growth.

Cadix dashboard

Most advisor tech stacks look organized.Very few actually operate that way.

Disconnected advisor tools causing friction

Here's what actually changes
when everything works under one platform.

Client Opportunities, Automatically Identified

Cadix helps you stay proactive by surfacing client needs before they become missed opportunities.

  • Surface upcoming renewals, coverage gaps, and client milestones
  • Prioritize where advisor attention can create the most value
  • Receive actionable planning signals without digging through spreadsheets or notes
Planning signal: Richard Stark — retirement income plan

Practice Workflows, Built In

Cadix helps you stay organized, consistent, and responsive by automating the routine work behind your practice.

  • Pre-built advisor workflows for onboarding and business tracking
  • Tasks, reminders, and follow-ups triggered automatically
  • A more organized practice without the constant manual upkeep
Deal pipeline workflow showing stages from app signed to policy in force

AI That Anticipates What Needs Attention

Your AI assistant is always working in the background, helping you prioritize what matters and stay one step ahead.

  • AI memory answers your questions instantly
  • Suggests next best actions based on client activity
  • Identifies what needs attention before you do
Cadix planning signals dashboard

Automated Compliance,
Always Audit-Ready

Cadix handles compliance documentation and follow-up automatically, giving you clear visibility into outstanding requirements and a complete audit trail.

  • Compliance documents sent automatically for e-signature
  • Tracks and reports outstanding requirements
  • Audit-ready record built in real time
Cadix AI assistant surfacing compliance documents

Built by advisors who have lived the work.

Co-Founder & CEO
Leslie Gottlieb
25+years advising
IG WealthRBCBMO WealthHub Financial
Still actively advising. That's intentional — it keeps Cadix grounded in real practice, not theory.
Co-Founder & CTO
Michael Luu
20+years in tech
AI SystemsCRM & ERPWorkflow Automation
Led multi-million-dollar enterprise initiatives. Builds intelligent systems for real workflows, not demos.
Limited early access

See what Cadix can do for your business.

Cadix helps advisors improve follow-up, simplify operations, and uncover growth opportunities without adding more complexity.

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