Professional Edition: New Excel export capability for revenue reports

While PDF reports are designed for printing and viewing, sometimes you need the raw data for your own purposes and nothing beats an exported Excel file for getting to the raw data.

  • 13 May 2024

Enhanced client name matching

We have recently introduced enhanced client name matching for scenarios where the provider revenue statement contains only the initial of the first name instead of the whole first name

  • 24 April 2024

AMG Super rebranded to Acclaim Wealth + format change

AMG Super has been rebranded to Acclaim Wealth and the format of their revenue statements has changed.

  • 16 April 2024

Support added for updated Macquarie Wrap revenue statement format

As you may be aware Macquarie Wrap's revenue statement has recently undergone a major change to its format - from 42 columns to 59 columns!

  • 14 November 2023

Colonial First State - Edge revenue statements

Feezily now supports the Colonial First State - Edge revenue statements

  • 11 October 2023

Aware Super

Aware Super revenue statements are now automatically detected and processed in Feezily

  • 17 September 2023

BT Life - transition to TAL

TAL has taken over BT's Life insurance products and the format of revenue statements from them has been changed

  • 6 September 2023

Macquarie Wrap - product name enhancements

Feezily now produces revenue data with more extensive list of product names available via Macquarie Wrap

  • 7 August 2023

Colonial First State - First Wrap, revenue categories processing update

We have updated our CFS/First Wrap translator to handle a recent change

  • 5 June 2023

Integrity Life revenue statement files are now supported

We have introduced a new translator that supports Integrity Life revenue statement files.

  • 15 March 2023

Updated revenue type mappings

We have recently updated our revenue type mappings configuration to support new revenue types seen in some supplier files.

  • 15 March 2023

History of consolidations/submissions is now available

When integrating with third parties like Xeppo, iComply2, a.i. etc, many users have asked if it is possible to see a history of submissions of their data to these third parties - it is now!

  • 24 February 2023

Extra instructions on resolving agents

Extra instructions/directions are now provided to assist users in resolving unresolved advisers

  • 9 September 2022

Enhanced totals checking

We have recently updated the Feezily service to include some extra totals checking which can really help detect errors or issues.

  • 9 September 2022

Revenue type mapping enhancements

We have enhanced the mapping of revenue types to avoid having to perform any manual revenue type assignment in integrated products.

  • 1 September 2022