Automate custodial account openings & money movement
Open accounts with custodians like Schwab, Fidelity, Pershing, LPL, Raymond James, and more.
Bi-directional connections to your CRM, financial planning tool, & portfolio management system.
Automatically ingest client investment reports, tax forms, estate plans, & more.
Trusted by leading RIAs and broker-dealers
.png)
Automate any form workflow
Collaborate on forms, build approval flows, generate PDFs and collect e-signatures
- Collaborate on forms, build approval flows, generate PDFs & other documents, and collect e-signatures
- Extract and centralize information from existing documents using Feathery AI.
.svg)
End-to-end client data workflows
1
Collect client data
in custom workflows
in custom workflows
3
Review submissions
and validate data
and validate data
4
Send data to custodians, forms,
and your tech stack
and your tech stack
Bidirectional Integrations
- Custodians like Schwab, Fidelity, Pershing, LPL, and Raymond James for account opening, money movements, servicing, and more.
- CRMs like Salesforce, Microsoft Dynamics, Redtail, and Wealthbox.
- Financial reporting tools like eMoney, Moneyguide Pro, and Morningstar.
- Document stores like Box, Egnyte, Google Drive, & Dropbox.
- KYC tools like LexisNexis, Persona, and Alloy to verify client IDs and pull credit information.
Document Intelligence
- Scan investment statements and pull holdings, transactions, and account information. Send to your financial planning tool or fill spreadsheets.
- Scan tax form information and integrate with your tax planning software like Holistiplan.
- Process estate plans for household information, trust & will provisions, asset details, and more. Integrate with your estate planning software like Wealth.com.
- Build custom AI document workflows that ingest PDFs, images, spreadsheets, Word docs, transcripts, and more.
Ready to get started?
.svg)
