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Feezily
Information by Research TrustFinance
Feezily is a French software-as-a-service (SaaS) company that develops and provides a comprehensive management platform tailored for independent financial advisors (CGP), brokers, and their teams. The company's mission is to simplify the daily administrative and compliance tasks for these professionals by offering a single, intuitive tool. The platform centralizes client management (CRM), compliance tracking, reporting, and other core business functions, aiming to save time, secure data, and enhance client relationships in a highly regulated environment.
Australia
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Technology
Financial