RFG Advisory Uses Feathery to Speed Advisor Transitions

Feathery announced in a press release that RFG Advisory has accelerated advisor transitions using its AI operational and decisioning system for wealth management. RFG is an independent registered investment advisor platform with more than $8 billion in assets under advisement and more than 100 advisors.

RFG said the system more than doubled form generation speeds for full repapering transitions. It also expanded the number of accounts that can be prepared and sent on day one.

Before the rollout, RFG used spreadsheets and repeated data entry across systems. Feathery introduced a workflow that checks for missing or inconsistent information, fills required forms, and creates DocuSign envelopes.