Built for financial advisory practices
Commission data, reconciled automatically.
Foliofix merges every provider report into one standardised file, matches it against your bank statement, and shows exactly what's owed — by provider, by advisor, every month.
Start with Core. Add modules as you need them.
Reconciliation is the foundation — every other module builds on the same data.
Foliofix Core
Included
Turn commission statements from every provider into one clean, reconciled record — automatically.
Miles
Log mileage once, get payroll-ready expenses — no more Everlance exports and manual rate lookups.
Insights
See your rolling income by person, product, and provider at a glance.
Forecast
Know what you're due before the statements land — and catch provider errors early.
Match
Confirm every commission you're owed has actually hit your account.
Everything a back office needs, in one place
From raw provider exports to reconciled, reportable income.
One standardised file
Drag in every provider export — CSV, XLSX or PDF — and Foliofix merges and standardises identifiers automatically.
Automatic reconciliation
Every commission line is matched line-by-line against your bank statement credits, with discrepancies flagged for review.
Reporting by provider
See performance and payout timing broken down by each provider you work with.
Reporting by advisor
Attribute commission and fee income to the advisor who earned it, period over period.
Commission forecasting
Project upcoming income based on renewal schedules and historical trends.
Expenses portal
Track running costs alongside income for a complete view of practice profitability.
2-3 Days
of monthly manual effort saved
100%
accuracy
6
provider formats merged automatically
Supported Providers
Aviva
Zurich
Irish Life
New Ireland
Royal London
Standard Life
Stop reconciling commissions by hand.
See Foliofix on your own data in a 20-minute call.
Book a demo