# AI Automation for Addepar

> 7 workflow automations purpose-built on top of Addepar — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/addepar/
- **Automation count:** 7
- **Roles:** Wealth Manager

## Automations

- [New Client Onboarding for Wealth Managers](https://calish.com/workflows/with/new-client-onboarding-for-wealth-manager-with-addepar/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Addepar, orchestrates ACATs, and chases missing signatures — day
- [Client Meeting Prep Pack for Wealth Managers](https://calish.com/workflows/with/client-meeting-prep-pack-for-wealth-manager-with-addepar/) — AI assembles the review pack from Addepar, Black Diamond, and the CRM — including recent life events from emails — and drafts talking points
- [Portfolio Drift & Rebalance Alerts for Wealth Managers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-wealth-manager-with-addepar/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [Quarterly Commentary & Client Letter for Wealth Managers](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-wealth-manager-with-addepar/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Addepar data — every client gets a relevant letter, not boilerpl
- [Communication Compliance Surveillance for Wealth Managers](https://calish.com/workflows/with/communication-compliance-surveillance-for-wealth-manager-with-addepar/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to
- [Loan File Assembly for Wealth Managers](https://calish.com/workflows/with/loan-file-assembly-for-wealth-manager-with-addepar/) — AI ingests each document into Addepar, classifies it, checks for completeness and consistency, chases missing items, and builds the underwri
- [Conditional Approval Response for Wealth Managers](https://calish.com/workflows/with/conditional-approval-response-for-wealth-manager-with-addepar/) — AI reads the conditions, identifies what each condition needs, pulls it from Addepar or chases the borrower, and re-submits the condition cl

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