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

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.

End-to-end client data workflows

1
Collect data
in beautiful forms
2
Document intelligence
on uploaded files
4

Integrations

Feathery integrates with your entire stack including reading and writing to/from:

Document intelligence

Extract a client’s current portfolio from any uploaded investment reports (ex: PDFs, CSVs, images)

Ready to get started?