Feezily now processes revenue files from WealthO2
2 December 2021
Planners advising their client regarding products offered via WealthO2 can now process advice and other fees via Feezily.
Read morePlanners advising their client regarding products offered via WealthO2 can now process advice and other fees via Feezily.
Read moreAFG provides loans from multiple funders and now Feezily can process AFG brokerage files.
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Read moreAsgard file processing has just been enhanced to include extra insurance types.
Read moreFeezily can now create invoices files for both provider and advisers which can be imported into Xero to make reconciliation a breeze!
Read moreNew URLs are now used. Automatic redirection from old URLs is currently in place but you should update any bookmarks.
Read moreNow it's even easier to drag and drop your provider revenue files into Feezily
Read moreNo longer do users need to select the provider file format type: just upload and go!
Read moreWe have now introduced a free plan for small practices up to a total of 30 transactions per month.
Read moreMajor improvements to binding resolution process
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