Investor Document Automation with Feathery

Automate the extraction of data from investor statements, including custodial holdings, capital account statements, financial reports, and more.

Supporting teams at

Extract structured data from investor documents

Feathery can automatically extract holdings, transaction history, fund performances, dates, and much more from provided documents. Feathery can connect to your online file store or email inbox directly.

Featured Financial Services Templates

Mortgage Application (Better)

All
Applications
Fintech

Personal Loan Application (LendingClub)

All
Applications
Fintech

Pricing Calculator

All
Payments
Fintech

Get started today.