Automate custodial account opening and transitions
Account opening with custodians like Fidelity, Schwab and Pershing
Automate transitions for new advisors by pre-filling existing client data
Scan investment reports to intake a client’s existing portfolio automatically
Trusted by leading organizations worldwide
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Automate any form workflow
Collaborate on forms, build approval flows, generate PDFs and collect e-signatures
- Collaborate on forms, build approval flows, generate PDFs & other documents, and collect e-signatures
- Extract and centralize information from existing documents using Feathery AI.
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End-to-end client data workflows
1
Collect data
in beautiful forms
in beautiful forms
2
Document intelligence
on uploaded files
on uploaded files
3
Review, approve, and route
submissions.
submissions.
4
Integrations
Feathery integrates with your entire stack including reading and writing to/from:
- KYC: Feathery integrates with LexisNexis, Alloy, Persona and more to verify client IDs and pull credit information.
- CRMs like Salesforce, Redtail, eMoney, and Wealthbox.
- Custodians like Fidelity, Pershing, and Schwab for account opening, transferring funds and more.
- Financial reporting tools like Morningstar.
- Document stores like Egnyte.
Document intelligence
Extract a client’s current portfolio from any uploaded investment reports (ex: PDFs, CSVs, images)
Book a demo
Ready to get started?
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