Your team will be thanking you in no time as they master productivity through automated task management and checklists. The frustration of clunky processes and threads will disappear; their smiles will return, and financial planning will become fun again as the profits increase, clients are elated, and your team heads home early on Fridays.
Through our experience, thousands of advice businesses could be at least 20% more profitable if they could eradicate inefficient processes and make their workplace more enjoyable for their teams.
Worksorted offers cloud-based technology that includes:
๐ Customer relationship management (CRM)
๐ Workflow management via automation
๐ Compliance management and auditing
๐ Revenue management and reporting
๐ Personalised and consistent document creation
๐ Practice Management oversight
We work with financial advice firms that are innovative and keen to drive scale and profit. Whether you're self-licensed or part of a progressive and forward thinking licensee, we can provide you with the right solution to your business challenges.
With the best onboarding and personal support program, you can make the switch to Worksorted safe in the knowledge that we will have your team up and running in just days. Client data is safely encrypted, easy to follow workflows are implemented and you can have complete confidence that our support is available to you same day, every day.
We have 12 years of experience with Australian financial planning practices, we know the frustrations and pain points your team are dealing with and it's our mission to take them away.
We offer a fresh approach to running your financial services business.
Booking a time to have a demo of our system is the first step towards business scale and growth, as well as increasing client value and decreasing practice costs.
Head to our website link to start today ๐
Company Details
- Employees
- 19
- Founded
- -
- Address
- 182 Fullarton Rd, Dulwich,south Australia 5065,australia
- Phone
- +61 8 8165 0499
- se****@****ted.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- worksorted.com
- Keywords
- Practice Revenue, Fee Disclosure Statements, Revenue Reporting, Referral Source Reporting, Adviser payments, CRM, Workflow, Financial Services, Financial Planning Software.
- HQ
- Dulwich, South Australia
Worksorted Questions
Worksorted's helpline number is +61 8 8165 0499
Worksorted's website is worksorted.com
Worksorted's LinkedIn profile is https://au.linkedin.com/company/worksorted-pty-ltd
Worksorted has
19 employees.
View email and phone details for 19
employees at Worksorted.
Worksorted's industry is
Financial Services
Worksorted's support email address is service@worksorted.com
Worksorted's categories are Financial Services
Worksorted's founding year is 2009
