Feathery Unveils AI-Powered Proposal Generator for Advisors
Feathery has launched an AI-powered proposal generator that uses client data, planning documents, advisor expertise and firm-approved templates to create personalized proposals. The system can draw information from multiple sources such as Salesforce, eMoney, Vanilla, Holistiplan, Addepar, and Morningstar without requiring manual assembly by teams.
The AI assistant, Robin, creates the initial document around the client's financial circumstances, goals, and priorities while preserving the firm's templates, branding, and disclosures. Advisors and other team members can then collaborate on the proposal and tell Robin what to change in natural language, with the revisions appearing directly in the document.
The company has already accumulated enough capital to push deeper into its existing workflows, including client onboarding, account opening, advisor transitions, and repapering. Feathery recently announced $30 million in total funding and says it now serves more than 300 firms across wealth management and insurance.