Partner Practice Verification Tool
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Verify OAF and IAF reconciliation against your firm's settings — securely, in seconds.
Verify your OAF
in seconds
Upload your MyPractice export and reconcile expected vs actual Ongoing Advice Fees against your firm's adviser settings.
Drop your MyPractice OAF export here
or click to browse your files
.xlsx
.csv
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Verify your IAF
in seconds
Upload your MyPractice IAF export and reconcile expected vs actual Initial Advice Fees with per-adviser uplifts, register lookups, and IAF1–IAF5 bucket subtotals.
Drop your MyPractice IAF export here
or click to browse your files
.xlsx
.csv
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Configuration