Basic Concepts

Discusses the basic concepts behind Feezily and how easy it is to perform provider revenue statement processing and other fee based operations.

User interface overview

Overview of the main components of the user interface.

Statement Batches

Feezily helps organize your statements by allowing them to be grouped together in easily managed statement batches.

Provider revenue statements

Provider revenue statements are files issued by product providers that contain transactions that contain details of advice fees or commission data related to products related to advisers and their clients.

Reconciliation and Invoice Management (RIM)

RIM is an optional "add on" feature that supports the management of invoices and bank reconciliations with auto matching.

Reporting and Charting

Feezily has powerful reporting and charting features to provide you with always up to date data and visualizations of your advice fee revenue and expenses.

Synchronizing your client list via Xplan

Keep your Feezily client list in sync with Xplan to avoid ever having to manually create or update a client in Feezily.

Aggregators: Adding a new licensee

How a revenue processing service provider (i.e. aggregator) onboards a new licensee