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