What it does
Feathery builds data-intake and document workflows, with a particular focus on financial-services operations. Forms collect client information and documents, validate the answers and synchronize data with connected systems. A free account includes five live forms and 500 monthly submissions; Growth and Business use custom pricing.
Gather client information and supporting documents
Feathery's wealth-management workflow collects household, financial, risk and preference information alongside documents. The resulting data can be synchronized with the systems used for later onboarding work. Conditional steps, input validation and calculations help adapt the intake to the client.
Document tools can extract information from PDFs, images or spreadsheets and fill document templates with workflow data. These capabilities form a wider service than a standalone contact-form builder.
Live forms are counted separately
You can build and test unlimited forms in the dashboard, but the plan limits how many are live. Free lists five live forms, 500 monthly submissions and a 10 MB upload-size limit. The FAQ counts repeat submissions by the same end user to the same form during one month as one user.
Sign-up does not require a credit card. Growth and Business have custom-priced allowances; use Book a Demo to discuss a financial-services workflow and the integrations it needs.
Strengths
- Financial-services client data and document intake
- Connected-system synchronization for collected information
Watch out for
- The Free plan limits collection to five live forms and 500 monthly submissions
- Free uploads are limited to 10 MB
Best for
- Financial-services teams building client intake workflows
Sources
- Feathery | AI Operating & Decisioning Platform for Financial Services (Oct 25, 2026)
- Feathery plans and pricing (Oct 27, 2026)
- Feathery client data gathering and onboarding (Oct 27, 2026)