Get started with Wealthbox + Feathery

Feathery is an AI-powered workflow platform that enables financial services firms to automate complex data intake and processing. With the Feathery integration, firms can leverage bi-directional sync capabilities across contacts, accounts, workflows, tasks, opportunities, and custom fields in Wealthbox. Users can trigger data syncing based on form submissions, specific form events, or user inputs, ensuring information flows automatically between systems. The integration is configured through Feathery’s visual API connector interface, making setup and ongoing maintenance straightforward without requiring technical expertise.

Save hours of time by leveraging the bi-directional sync between Feathery and Wealthbox to pre-fill form data, create new contacts, update information, and more.