michael.pendergrass
Acronym
Feathery
Product ID
Feathery_Client_Onboarding_Servicing
Description

Feathery automates client onboarding & servicing for advisors.

Images
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Feathery forms
Details
  • Build branded, digital client experiences with Feathery's flexible designer
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Details
  • Access Feathery's library of over 130 native integrations, including tools like Salesforce, Orion, eMoney, Redtail, and more
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Feathery statements
Details
  • Feathery Document Intelligence automatically extracts structured info from your documents, such as holdings and transactions
Features

Feathery automates client onboarding & servicing for advisors.

  • Speed up account openings & transitions while reducing NIGOs. Bidirectionally sync client data across your tech stack.
  • Document intelligence analyzes holdings statements and more.
Vendors
Feathery
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Client Profiling FP
Data Aggregator
Document and Form Management
Practice Management
Ad Hoc Tags
DoubleClick Tags

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