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.

CARs and Advisers

How to configure your CARs and their advisers

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 (Professional package only)

Reconciliation and Invoice Management is available in the professional and enterprice versions of Feezily.
Often the professional version is only an incremental cost above the standard or advanced packages.
Contact us for professional pricing - you will likely be surprised by how little it costs to upgrade!

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