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.
Consolidated periodic reports provide a complete set of revenue received down to the level of each product provider revenue item.
A range of standard format reports are available and we can customize a report to suit your needs.
Automatic sending of consolidated data to integration partnersIf you are connecting with one of our integration partners then Feezily automatically generates data in the format they require and can submit that data when you have completed each period's processing with a simple click of the 'Submit to ...' button.
Basic charting capabilities let you see advice fee revenue over time broken down by adviser or product provider.