FIS
Overview
The FIS integration enables Feathery users to embed powerful wealth management, investment processing, and client account servicing capabilities directly into their onboarding and operational workflows. By connecting to FIS’s APIs, financial firms can automate account creation, asset transfers, portfolio updates, and more—creating a seamless and compliant experience for clients and advisors alike. Ideal for broker-dealers, RIAs, banks, and other financial institutions, this integration streamlines operations and reduces manual intervention in core wealth workflows.
What You Need
- A Feathery account
- An active FIS account with API access
Background
FIS is a global leader in financial technology solutions, serving banks, asset managers, and capital markets with integrated, scalable platforms. For wealth management, FIS provides end-to-end services from account onboarding to trade execution and compliance. Through the Feathery-FIS integration, firms can unify digital client experiences with back-office processing—accelerating time-to-serve while maintaining regulatory rigor.
Benefits
Integrating FIS with Feathery enables:
- Digital Account Opening: Automatically create new client accounts with FIS as part of your onboarding flow.
- Custodial Data Sync: Pre-fill forms and sync data between FIS and Feathery in real-time.
- Asset Transfers & Authorizations: Trigger money movement, ACATs, or other account-level actions directly from your Feathery workflows.
- Compliance Enablement: Maintain audit trails, enforce KYC/AML rules, and reduce regulatory exposure by embedding rules-based workflows.
- White-Labeled Client Experience: Provide a unified, branded client journey across data collection and investment account provisioning.
Consideration
Before integrating with FIS, ensure your organization is authorized to access their APIs and has gone through onboarding with the FIS technical support or partner team. You may also need to define secure handshakes or authentication tokens (e.g., OAuth or JWT). Involve your legal and compliance teams early to ensure all workflows meet FINRA, SEC, or other applicable regulatory standards.
How to set up
Navigate to the Feathery form you want to connect to FIS and open the Integrations tab.
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Connect your FIS developer account using API credentials from the FIS Developer Portal or your assigned technical contact.
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Map fields between FIS API endpoints (e.g., client account details, portfolio preferences) and your Feathery fields.
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Define trigger points for API actions—e.g., when a user completes onboarding or updates their investment profile.
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Click Connect to activate the integration and begin syncing data with FIS in real time.
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What’s a Rich Text element?
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.
Static and dynamic content editing
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!
How to customize formatting for each rich text
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.
This is a H6
- This is a list item
- This is another list item here
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