Why Feathery Is the #1 Platform for RIA Client Onboarding, Account Opening, and Transitions

In wealth management, every client interaction matters. Financial advisors know that the first impression during RIA client onboarding often sets the tone for long-term client relationships. From the initial discovery meeting to collecting financial documents and signing the Client Agreement, RIAs need a seamless, digital-first process that eliminates errors and accelerates time-to-value.

Feathery is the only platform that automates every step of the client journey, from onboarding and RIA account opening to RIA transitions and client repapering.

RIA Client Onboarding Without Friction

Traditional onboarding requires juggling onboarding checklists, endless PDF forms, identity verification, and manual entry into your CRM system. This slows down financial planning, frustrates new clients, and increases NIGO errors.

Feathery transforms the process with an automated client onboarding flow that includes:

• Digital workflows that capture client data once and sync it across third-party platforms like Salesforce, Redtail, and Wealthbox
• Built-in Know Your Customer (KYC) and fraud prevention checks, including global identity verification and watchlist screening
• Smart API integrations that reduce account opening time and keep client portals and client logins updated automatically

RIAs using Feathery report 70% less time spent onboarding clients, freeing advisors to focus on client calls, building trust, and mapping financial goals.

Automated RIA Account Opening

Account opening should not be slowed down by outdated custodial portals and repetitive data entry. With Feathery, financial advisors can open accounts at custodians like Schwab, Fidelity, and Pershing in minutes.

Capabilities include:

• Autofill and e-sign of more than 30,000 managed PDFs, including custodian and regulatory forms like Form ADV Part 2A
• API integration with custodians for real-time automated customer account transfer service (ACATS transfer) and IRA rollover processing
• Support for complex transactions like 1035 exchanges and retirement plan account openings

By reducing manual rekeying and validating data before submission, Feathery dramatically reduces NIGOs. One RIA firm used Feathery to cut their account opening time from hours to minutes while ensuring regulatory compliance with the Investment Advisers Act and Regulation S-P.

Seamless RIA Transitions and Repapering

One of the most difficult challenges for RIAs is managing transitions, especially when moving clients across custodians or restructuring accounts. Repapering is often time-intensive and filled with compliance risk.

Feathery automates the entire RIA transition process by:

• Reading directly from your book of business to auto-generate workflows for repapering clients
• Handling bulk client moves through digital workflows, cutting down on paperwork and reducing compliance risk
• Supporting ACATS transfers and multi-account updates during transitions

This ensures that RIAs can complete transitions faster while maintaining trust and preserving strong client relationships. The result is fewer errors, less stress during the honeymoon phase, and smoother service for clients.

More Than Account Opening and Transitions

Feathery extends beyond onboarding and transitions to deliver a complete wealth management strategy.

Capabilities include:

• Document intelligence to extract investment holdings and feed them into planning tools for better investment strategies and financial plans
• Automated risk-based approaches for compliance workflows
• Digital envelopes for secure signatures and welcome packets for new clients
• Automated email series and onboarding content to nurture client engagement with a structured communication plan
• Data analytics powered by machine learning and artificial intelligence to track onboarding performance and optimize workflows

Whether an advisor is creating a retirement plan, analyzing net worth, or building liquidity analysis into the financial plan, Feathery ensures that every step is digitized, compliant, and connected.

Why Feathery Wins

Feathery is more than just another workflow tool. It is a complete automation engine for wealth management firms that want to modernize and scale.

Feathery delivers:

• RIA client onboarding flows that make a powerful first impression
• Automated RIA account opening with custodial integrations and compliance workflows
• Seamless RIA transitions and large-scale client repapering
• Unified data across custodians, CRMs, and planning platforms
• Strong support for fiduciary duties and regulatory compliance across the entire client journey

By eliminating manual data entry, accelerating account openings, and enabling advisors to focus on financial goals and investment plans, Feathery sets a new standard for the RIA market.

For RIAs seeking to improve operational efficiency, reduce errors, and elevate the client experience, Feathery is by far the best solution in the market.