Wealth Management
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.
Typical go-live: 2-6 weeks
No heavy IT lift. Configured to your requirements.
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Most tools struggle with complex workflows. Feathery is built for them.
A system designed for how wealth management workflows actually run
Handle complex, multi-step workflows
Support onboarding, transitions, and processes that span systems, documents, and teams
Capture and validate data once
Eliminate re-entry and reduce errors across workflows
Unified data & validation layer
Generate, autofill, and route documents seamlessly
Adapt to your exact workflows
Flexible logic and integrations to match how your business operates
Put AI to work across your wealth operations.
Build and adapt wealth workflows with plain language, then use Robin to surface insights and support decisions as work moves forward.
Build and adapt with AI
Describe what you need. Robin turns it into a workflow you can review and refine.
Surface insights and next steps
Bring together client, account, and workflow context to identify what needs attention and support better decisions.
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.
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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
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Broker-Dealers
Support complex processes across direct business and multiple product types — all within a single workflow
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Banks
Modernize onboarding and account workflows across legacy systems and strict compliance requirements
Trusted to power critical workflows
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Frequently asked questions
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Feathery runs the operational workflows behind client onboarding, custodial account opening, advisor transitions, and proposals. It gathers client data once, extracts what it needs from statements and documents, validates it, and sends it to your custodians, CRM, and planning tools.
Capture the data once and sync it everywhere. Feathery prefills forms from your CRM and checks entries before submission. It then sends clean data to custodians such as Schwab, Fidelity, and Pershing and CRMs such as Salesforce, Redtail, and Wealthbox, without replacing any of them.
No. Data gathering is one step. Feathery runs the whole workflow, including document extraction, validation, approvals, custodian and CRM integrations, and account opening.
Every extracted value shows its source document, low-confidence values go to a person for review, and every action is logged in an audit trail. Feathery is SOC 2 Type II, HIPAA, and GDPR compliant.
Sequoia Financial Group, a national RIA with about $32B in assets, moved onboarding and account opening to Feathery. It now opens custodial accounts 45% faster, with fewer NIGOs.
Remove the operational drag slowing your growth
From onboarding to transitions, Feathery helps your team move faster without any complexity.