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.
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.
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.
Navigate to the Feathery form that you want to connect to Broadridge. Click on the Integrations tab.
Open the Broadridge integration and select the Feathery form event that will trigger the Broadridge action—such as step submission, field change, or form load.
Authorize and connect your Broadridge account using your API credentials or SSO access provided by Broadridge.
Choose which Broadridge data or actions you want to use—such as retrieving shareholder details, sending communications, or logging interactions—and map them to the relevant Feathery fields.
Click Connect. Your integration is now active and ready to automate investor communications and workflows!
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.