Introducing Feezily for financial advice practices
Overview of where Feezily fits into the operations of a financial adviser practice
What piece of the puzzle does Feezily form?
Where Feezily fits into your operations
How does Feezily work?
Data collection as usual
Choose the product provider and format of a commission file
Feezily supports 50+ Australian product provider file formats so you are well covered. In the rare event you have a file we don't yet support send us a sample and we'll normally add support for it within 1 business day.
Upload product provider file
Your file will be transformed into your configured output format.
Download transformed commission file
Your output format may be a simple Excel file for you to load into Excel and tally your own commission totals or it may be a .csv or Excel file required by a particular CRM or portfolio platform that you use.