Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Integrations
Feathery.io has 15 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Black Diamond Level 4
- Box Level 4
- Broadridge Level 3
- Calendly Level 3
- Cetera AdviceWorks Level 3
- DocuSign Level 5
- Dropbox Level 4
- Egnyte Level 4
- eMoney Advisor Level 5
- Facebook Level 3
- Fidelity (National Financial) Level 3
- Fidelity Wealthscape Level 3
- FIS Wealth Level 3
- Flourish Cash Level 3
- G-Suite Level 4
- Goldman Sachs Custodial Solutions Level 3
- Google Calendar Level 3
- Google Drive Level 3
- Google Meet Level 3
- Google Workspace Level 3
- Holistiplan Level 3
- HubSpot Level 4
- iRebal Level 3
- LPL Level 3
- Microsoft Dynamics Level 4
- Microsoft OneDrive Level 3
- MoneyGuide Level 3
- Nitrogen Wealth Level 3
- Office 365 Level 3
- Orion Advisor Services Level 4
- Orion Compliance Level 3
- Pershing Level 4
- Pershing NetX360 Level 3
- Plaid Level 4
- PractiFI Level 4
- Quickbooks Level 3
- Quik! Level 5
- Raymond James Level 3
- RBC Clearing Level 3
- Redtail Level 4
- Salesforce Level 5
- Schwab Level 4
- Schwab Advisor Center Level 4
- SEI Wealth Level 3
- SharePoint Level 4
- SS&C Genesis Level 3
- Tamarac Level 3
- Twilio Level 3
- Wealthbox Level 4
- Zapier Level 3
- Zoho CRM Level 4
- Zoom Level 3
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language, Provides code samples in multiple languages, Is truly “self service” so developers can quickly create an account, log in, authenticate, connect to your APIs and receive responses?, Provides examples of successful and unsuccessful API calls, Provides the real time status of (up/down) of each API?
Developer sandbox URL
No
