Latest news

Generation Life have recently changed the format of their revenue statements which is not compatible with the older format and so caused errors...

Feezily 4.2.4.9 brings major improvement to the binding of advisers/agents when an unresolved agent is discovered.

Feezily now supports scheduling of batches at a frequency of either: Monthly, Twice monthly or Weekly.
To change your current batch scheduling go to the 'Configuation' tab - Warning: don't change this unless you need to!

Main menu has been refined to make access to agents and reporting quicker and easier

Planners advising their client regarding products offered via WealthO2 can now process advice and other fees via Feezily.

AFG provides loans from multiple funders and now Feezily can process AFG brokerage files.

The process of starting a Free Trial could fail in certain cases.

Asgard file processing has just been enhanced to include extra insurance types.

Feezily can now create invoices files for both provider and advisers which can be imported into Xero to make reconciliation a breeze!

New URLs are now used. Automatic redirection from old URLs is currently in place but you should update any bookmarks.

Now it's even easier to drag and drop your provider revenue files into Feezily

No longer do users need to select the provider file format type: just upload and go!

We have now introduced a free plan for small practices up to a total of 30 transactions per month.

Major improvements to binding resolution process