Finally bring order to your most complex wealth workflows

Feathery helps wealth management firms scale faster by streamlining client onboarding, advisor transitions, and other client data workflows across systems, documents, and teams.

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Typical go-live: 2-6 weeks

No heavy IT lift. Configured to your requirements.

Trusted by leading RIAs and broker-dealers

Most tools struggle with complex workflows. Feathery is built for them.

A system designed for how wealth management workflows actually run

Purpose-built for critical workflows

Handle complex, multi-step workflows

Support onboarding, transitions, and processes that span systems, documents, and teams

Unified data & validation layer

Capture and validate data once

Eliminate re-entry and reduce errors across workflows

Integrated document workflows

Unified data & validation layer

Generate, autofill, and route documents seamlessly

Configurable workflow engine

Adapt to your exact workflows

Flexible logic and integrations to match how your business operates

Support every critical wealth workflow

Whether you're scaling through organic growth or M&A, Feathery helps remove the operational friction that slows you down.

M&A and Advisor Transitions

Reduce repapering timelines from months to weeks while maintaining accuracy and client experience

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Account Openings & Maintenance

Streamline custodial and direct business account setup

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Client Data Gathering

Deliver a faster, more seamless onboarding experience for both advisors and clients

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Data Sync & Integrations

Keep client data consistent across systems without manual syncing

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Financial statement scanning & financial planning automation

Document Processing & Data Extraction

Extract and structure data from financial documents to power downstream workflows

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Built for RIAs, broker-dealers, and banks

From custodial onboarding to complex broker-dealer and bank operations — Feathery adapts without forcing your workflows into a rigid system.

RIAs

Streamline client and advisor workflows without reworking how your team operates

Broker-Dealers

Support complex processes across direct business and multiple product types — all within a single workflow

Banks

Modernize onboarding and account workflows across legacy systems and strict compliance requirements

Trusted to power critical workflows

"Feathery gave us the ability to rapidly test and iterate on new flows, which has significantly improved our conversion rates.”

Andrew Fujii

Director, Digital Sales & Marketing, Banner Life

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“Feathery has been a game changer. What used to take about 16 hours just to build the initial benefit guide now takes around 30 minutes, freeing up our team to focus on more strategic work.”

Lindsay Rink

National Director, The Baldwin Group

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“In wealth management, the onboarding experience sets the tone for the entire client relationship. Feathery helped us transform what used to be a heavily manual process into a seamless, scalable digital experience for both advisors and clients.”

Ryan Mahoney

Vice President, Business Systems, Sequoia Financial Group

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Remove the operational drag slowing your growth

From onboarding to transitions, Feathery helps your team move faster without any complexity.

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