Overview

Easily sync your Feathery form submissions with Empower’s wealth and retirement management platform to streamline onboarding, participant updates, account servicing, and reporting. By connecting Feathery’s customizable forms with Empower’s APIs, advisors gain real-time access to balances, demographic details, deferral changes, and portfolio information. This integration supports both API-driven workflows for immediate updates and batch-friendly options for structured processes, making client onboarding and plan management faster and more accurate.

What you need

• An active Feathery account and form
• An active Empower (Retirement or Personal Wealth) account with API access

Background

Empower is one of the largest U.S. retirement and wealth management providers, serving millions of clients and managing over $1 trillion in assets. Its platform supports advisory services, managed accounts, and retirement plan recordkeeping. Empower offers RESTful APIs, including Participant Balances, Census/Indicative, Deferrals, and Loans, secured with OAuth 2.0 for safe and efficient data sharing.

Benefits

Integrating Empower with Feathery enables:

• Real-time participant data updates: Keep records accurate with instant API syncs.
• Onboarding automation: Capture new client and participant data directly into Empower.
• Event-driven actions: Trigger plan changes like deferrals or loan updates from form inputs.
• Consolidated client insights: Update Empower dashboards with the latest client data.
• Scalable integrations: Support both individual form events and batch uploads securely.
• Compliance support: Ensure accurate, auditable data flows aligned with fiduciary rules.

Considerations

To get the most out of this integration, confirm that your Empower account has the appropriate API scopes enabled for the data you want to transfer, such as balances, deferrals, or loan information. Field mapping should be set up carefully to ensure accuracy and reduce the need for manual corrections. For firms handling large volumes of submissions, consider using batch processing alongside real-time updates to balance performance and efficiency. Since Empower manages sensitive financial and retirement data, it’s important to align your workflows with data encryption, storage, and retention policies. Establishing a clear process for monitoring integration performance and regularly auditing data flows will help maintain compliance and provide peace of mind for both your firm and your clients.