Feezily

Description

Feezily gives you the power to process your practice or dealer group's financial advice revenue the easy way. There's no schemas to manage - we do all that for you. You just simply drag and drop your revenue files and Feezily automatically determines the provider, format and then applies the appropriate translator from our every growing library. Its modern, easy to use, intuitive UI means you'll be processing revenue in no time, the easy way.

If your practice is, or has recently become, self licensed then you likely need a cost effective revenue processing service.

Feezily offers revenue processing with outgoing data feeds that integrate into a large range of third party products that use that data to provide the legislated compliance documents like SOA etc.,

Feezily can also export an invoice data file each month which can be easily imported into accounting packages like Xero so that you can easily perform reconciliation with product provider payments.

Feezily can be used in two ways:

• Advisers and/or licensees perform their own processing of revenue statement files from providers easily and cost effectively by simply uploading the files they extract/receive from product providers.
• A completely hands free solution where we extract provider revenue statements and enter them into Feezily on your behalf and perform reconciliation with payments.

In addition to supplying third party solutions with processed revenue data Feezily itself can also produce reports for adviser fees payable, provider fees receivable, provider invoices and various charts to view performance over time.

Visit the Feezily website and spend 3 minutes to try it out for free.

Feezily supports the import of over 60 provider file formats covering all the major product providers and most of the small to medium providers as well. If you have a file format that is not yet supported then we can usually add support in a very short amount of time.

Locations

Addresses

• AUSydneyPrimary

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