Automate account transitions & repapering

Bulk account transitions to custodians like Schwab, Fidelity, Pershing, LPL, and Raymond James

AI-powered ingestion of your book of business to streamline repapering

Sync client data in bulk throughout your entire stack

Trusted by leading RIAs and broker-dealers

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.

End-to-end client data workflows

Collect data
in custom workflows

Prefill data from your CRM &
‍process uploaded files with AI

Review submissions
and validate data

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.

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.