Be transition-ready
on day one
Feathery helps RIAs and broker-dealers ingest and validate transition data, connect custodians and CRMs, and bulk repaper clients — so transitions are operationally ready on day one.
$2 billiion+ in quarterly transition volume
Supporting a third of Barron's Top 30 RIAs + growing
Trusted by leading leading RIAs and broker-dealers
Every delayed transition delays revenue.
Slow transitions delay onboarding, revenue generation, and advisor momentum. Feathery helps firms prepare, validate, and operationalize client data before onboarding begins.
One workflow across custodians
and your tech stack
Collect, validate, and sync client data across custodians, CRMs, onboarding workflows, and more.
Prepare transitions before day one
Collect, validate, and structure client data before onboarding begins — reducing operational bottlenecks once transition day arrives.
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Missing data shouldn’t delay transitions.
Feathery identifies missing information, enriches incomplete records, and validates onboarding data before it reaches operations teams.
Built for every type of advisor transition.
Support protocol, non-protocol, tuck-in acquisition, and full repapering workflows from a single operational platform.
Turning advisor transtions into a competitive advantage
Feathery helped RFG transform advisor transitions from a slow, manual process
into a faster, more structured operation with accounts ready to send on day one.
Built to integrate with your wealth stack
Feathery integrates with custodians, CRMs, portfolio management systems, and more to eliminate duplicate work and streamline advisor transitions.
The clock starts when the advisor signs. So should you.
