Overview

Seamlessly synchronize your Feathery form submissions with SEI’s Wealth Platform, enabling efficient data flow between client onboarding, account servicing, portfolio management, and operational workflows. By connecting Feathery’s dynamic, customizable forms with SEI’s integrated wealth infrastructure, firms can eliminate manual data entry, reduce operational friction, and ensure timely, accurate updates across their back-office systems. This integration supports a wide range of use cases—from capturing KYC data and account preferences to triggering downstream portfolio actions like asset allocations or trade execution. Whether your firm uses SEI’s real-time APIs or scheduled file-based uploads, the result is a more seamless, automated, and scalable client experience.

What you need

• An active Feathery account
• An active SEI Wealth platform with API access

Background

SEI delivers an integrated wealth management infrastructure that combines front-, middle-, and back-office services—including portfolio management, investment operations, account servicing, and reporting—all within a single platform. Through its Developer Portal, SEI offers RESTful APIs, file-based integrations such as CSV and XML via SFTP, and secure authentication options including OAuth 2.0 and SAML single sign-on.

Benefits

Integrating SEI with Feathery enables:

• Automated data capture: Push client onboarding and profile data directly into SEI to eliminate manual entry.
• Unified reporting workflows: Sync submissions into portfolio reporting for real-time account visibility.
• File-based integration: Use secure SFTP file transfers for structured batch import of form data.
• SSO linkage: Enable seamless advisor and client login through SAML-based single sign-on.
• Straight-through processing: Trigger automated account setup, rebalancing, or contribution workflows upon form completion.
• Compliance-ready processing: Ensure accurate data mapping for sensitive investment and client information.

Consideratiosn

Make sure your SEI account includes the necessary API or file-transfer access and that field mappings are configured correctly. SEI is an enterprise-grade technology, so onboarding may require coordination with your SEI representative. Given SEI’s handling of sensitive financial and portfolio data, ensure compliance with data security policies and workflows.