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Feathery

Partners with Quik!
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Automate custodial account opening & transitions

  • Account opening with custodians like Fidelity, Schwab and Pershing

  • Automate transitions for new advisors by pre-filling existing client data

  • Scan investment reports to intake a client’s existing portfolio automatically

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Feathery integrates with your entire stack

  • 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.

  • CRMs like Salesforce, Redtail, eMoney, and Wealthbox.
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  • Financial reporting tools like Morningstar.
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  • Document stores like Egnyte.
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Integrate Quik! documents and forms into your Feathery  forms and workflows.

www.feathery.io/solutions/wealth-management

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