Wealth Management Proposal Automation

AI proposal generation helps wealth management firms create personalized, client-ready proposals using existing client data and documents. Instead of manually gathering information from statements, meeting notes, CRMs, and planning tools, Feathery extracts and structures the information, then populates your firm's branded proposal template with the appropriate content.

No. Feathery does not make investment recommendations or replace your firm's financial planning process. Feathery helps advisors gather, organize, and present client information using workflows, templates, and business rules defined by your firm. Advisors remain in control of the proposal, and firms can incorporate their existing review and compliance processes before proposals are shared with clients.

Yes. Feathery is designed to work with your existing proposal format and branding. Rather than requiring you to adopt a new proposal template, Feathery can populate your firm's approved layouts, disclosures, charts, and presentation standards with client-specific information, helping maintain consistency while reducing manual work.

Feathery can combine information from a variety of sources, including client statements and financial documents, meeting notes and transcripts, CRM records, financial planning platforms, custodian and account data, and digital questionnaires and other client documents. This allows advisors to build proposals from a complete view of the client without manually assembling information from multiple systems.

Feathery is built to fit into your firm's existing review and approval process. Proposals can be routed through internal reviewers and compliance teams before being shared with clients. Firms define the templates, workflows, permissions, and approval requirements that align with their policies and regulatory obligations.

Feathery is designed for RIAs, broker-dealers, banks, and other wealth management firms looking to reduce the manual work involved in creating personalized client proposals. It's particularly valuable for firms that want to improve advisor productivity, create a more personalized client experience, and standardize proposal creation without replacing their existing wealth technology stack.

Traditional proposal tools focus on formatting information into predefined templates. Feathery focuses on everything that comes before the proposal. By automatically gathering, extracting, and structuring client information from documents and connected systems, Feathery eliminates the manual work required to build personalized proposals, while allowing firms to continue using their own templates, workflows, and review processes.