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Feezily
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Third party integrations

Feezily works seamlessly with these leading financial advice products.

Click on an integration partner for more details:

 

 

Providing a complete view of all of a client’s moving financial parts in a single dashboard

Revolutionary business intelligence and management system that delivers enhanced team performance, increased client engagement and reduce business risk.
 
 

Simplifying Advice Software & Compliance for Australian Advisers

a.i. all in. Leaving you, time for you.
 

Contact us

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Do Fee and Revenue processing easily with Feezily

- Sydney NSW 2000, Australia

(02) 9656 1278

News

  • Feezily now processes revenue files from WealthO2

    Planners advising their client regarding products offered via WealthO2 can now process advice and other fees via Feezily.
  • AFG - Australian Finance Group - mortgage brokerage files can now be processed in Feezily

    AFG provides loans from multiple funders and now Feezily can process AFG brokerage files.
  • Fixed issue with Free Trial setup

    The process of starting a Free Trial could fail in certain cases.
  • Enhancements to Asgard file processing

    Asgard file processing has just been enhanced to include extra insurance types.
  • New feature: Export Provider and Adviser invoices to Xero

    Feezily can now create invoices files for both provider and advisers which can be imported into Xero to make reconciliation a breeze!
  • URLs to access Feezily have been updated

    New URLs are now used. Automatic redirection from old URLs is currently in place but you should update any bookmarks.
  • Improved "Drag and Drop" feature

    Now it's even easier to drag and drop your provider revenue files into Feezily
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