Image
Feezily
  • What is revenue management?
  • Integrations
  • Pricing
  • News
  • Contact us
  • Subscribe
  • Start FREE trial!
  • User guide
  • Sign up/ Log in

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

Image

Do Fee and Revenue processing easily with Feezily

- Sydney NSW 2000, Australia

(02) 9656 1278

News

  • Generation Life reverts their revenue statements to pre May format

    Find out more about this format change and how Feezily handles it for you

  • Redesigned main page splits into separate 'Operations' and 'Configuation' sections

    With so much new functionality being added to Feezily the main page was starting to get a little cluttered.

  • Resolution (formerly AMP) Life translator has been updated to work with new format

    Users who uploaded recent Resolution Life files may have discovered an issue - this has now been fixed.

  • New Generation Life revenue statement format

    Generation Life have recently changed the format of their revenue statements which is not compatible with the older format and so caused errors...

  • New adviser/agent binding screens

    Feezily 4.2.4.9 brings major improvement to the binding of advisers/agents when an unresolved agent is discovered.

  • Support for enhanced set of revenue batch scheduling

    Feezily now supports scheduling of batches at a frequency of either: Monthly, Twice monthly or Weekly.
    To change your current batch scheduling go to the 'Configuation' tab - Warning: don't change this unless you need to!

  • Main menu rearranged

    Main menu has been refined to make access to agents and reporting quicker and easier

Template © 2020 pagebloom
Pagebloom app provider Ver 4.2.6.8
© 2008, 2022. Step Ahead Software Pty Ltd. All rights reserved.