The Feathery + FIS integration enables financial institutions to embed robust wealth management functionality—spanning digital onboarding, client servicing, investment workflows, and compliance—directly into their front-end experiences. This integration is ideal for RIAs, broker-dealers, banks, and investment platforms looking to unify front-office and back-office systems while delivering a seamless digital client journey.
Feathery connects to multiple FIS products via API—including solutions like the Unity Wealth Platform, a data-driven suite for modern wealth management. With Feathery’s no-code form builder and workflow engine, firms can automate everything from account setup and portfolio onboarding to document handling and regulatory validation, while syncing with FIS systems in real time.
FIS is a global leader in financial technology, providing infrastructure and tools to support the full spectrum of financial services. Among their offerings, the Unity Wealth Platform stands out for its end-to-end support of the investor lifecycle—covering onboarding, investment planning, trading, compliance, and asset servicing.
Feathery’s flexible integration framework supports real-time connectivity with FIS APIs (Unity and others), allowing firms to modernize their client experiences without sacrificing core system compatibility or compliance requirements.
Before integrating with FIS, ensure your organization has the appropriate API credentials and onboarding completed with their technical team. Depending on the product, authentication may involve OAuth, JWT, or token exchange. Feathery can assist with setup and compliance review to ensure everything meets your operational and regulatory needs.
Navigate to the Feathery form you want to connect to FIS and open the Integrations tab.
Connect your FIS developer account using Consumer Key and Consumer Secret.
Map fields between FIS API endpoints (e.g., client account details, portfolio preferences) and your Feathery fields.
Define trigger points for API actions—e.g., when a user completes onboarding or updates their investment profile.
Click Connect to activate the integration and begin syncing data with FIS in real time.
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