Automate account transitions & repapering
Account transitions to custodians like Fidelity, Schwab, LPL, and Pershing
Read directly from your book of business to generate workflows
Sync client data between all of your wealth tools.
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)
Ready to get started?
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