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
News
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.
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!
Colonial First State - Edge revenue statements
Feezily now supports the Colonial First State - Edge revenue statements
Aware Super
Aware Super revenue statements are now automatically detected and processed in Feezily
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
Macquarie Wrap - product name enhancements
Feezily now produces revenue data with more extensive list of product names available via Macquarie Wrap
Colonial First State - First Wrap, revenue categories processing update
We have updated our CFS/First Wrap translator to handle a recent change
Integrity Life revenue statement files are now supported
We have introduced a new translator that supports Integrity Life revenue statement files.
Updated revenue type mappings
We have recently updated our revenue type mappings configuration to support new revenue types seen in some supplier files.
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!
Extra instructions on resolving agents
Extra instructions/directions are now provided to assist users in resolving unresolved advisers
Enhanced totals checking
We have recently updated the Feezily service to include some extra totals checking which can really help detect errors or issues.
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.
Generation Life reverts their revenue statements to pre May format
Find out more about this format change and how Feezily handles it for you