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Feathery
Partners with Quik!
Automate custodial account opening & transitions
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Account opening with custodians like Fidelity, Schwab and Pershing
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Automate transitions for new advisors by pre-filling existing client data
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Scan investment reports to intake a client’s existing portfolio automatically
Feathery integrates with your entire stack
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Custodians like Fidelity, Pershing, and Schwab for account opening, transferring funds and more.
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KYC: Feathery integrates with LexisNexis, Alloy, Persona and more to verify client IDs and pull credit information.
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CRMs like Salesforce, Redtail, eMoney, and Wealthbox.
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Financial reporting tools like Morningstar.
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Document stores like Egnyte.
Integrate Quik! documents and forms into your Feathery forms and workflows.
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