Overview

‍The Broadridge integration allows you to power Feathery forms with advanced financial communications, investor data services, and compliance-ready workflows. By connecting to Broadridge’s API ecosystem, you can trigger events like shareholder communications, pull financial data for reporting, or initiate secure document workflows—all directly from within Feathery. This streamlines onboarding, KYC, and investor engagement for wealth managers, broker-dealers, and fintech platforms.

What You Need

• A Feathery account
• A Broadridge API subscription or existing Broadridge service relationship

Background

Broadridge Financial Solutions is a global leader in investor communications and capital markets technology. Trusted by major banks, wealth firms, and RIAs, Broadridge powers over $5 trillion in daily trading volume and facilitates more than 80% of U.S. proxy communications. Through this integration, Feathery users can access Broadridge’s secure infrastructure to automate document delivery, capture shareholder responses, prefill compliance data, and streamline investor servicing from end to end.

Benefits

• Automated Investor Communications – Trigger delivery of proxy statements, account notices, and regulatory disclosures based on form logic.
• Secure Financial Data Prefill – Auto-populate form fields using verified shareholder or account data from Broadridge.
• Streamlined Onboarding – Reduce manual steps in investor or client onboarding with real-time access to governance and account data.
• Compliance-Ready Workflows – Ensure form-driven workflows adhere to SEC, FINRA, and other regulatory requirements.
• Faster Shareholder Engagement – Enable digital proxy voting or consent collection directly through Feathery-powered forms.
• Improved Data Accuracy – Rely on Broadridge's infrastructure to ensure consistency and accuracy in submitted information.
• Integrated Recordkeeping – Store submission data alongside Broadridge-generated communications for streamlined audit trails.
• Reduced Operational Risk – Eliminate manual errors and ensure compliant delivery of time-sensitive financial documents.

Consideration

Before integrating Broadridge, ensure your Feathery forms are designed to collect investor or shareholder identifiers (e.g., account number, SSN, or email used with Broadridge). Confirm your organization’s access to Broadridge APIs or explore service agreements to enable digital communications. For regulated workflows, consult your compliance or legal team to ensure the data retrieved or actions triggered through Broadridge meet all internal and regulatory obligations.