Worksorted
HQ Address
182 Fullarton Rd, Dulwich, SA 5065, Australia
Website Address
Business introduction
Solutions tailored for you
From small single office to large multi-office advice firms and large dealer-groups Worksorted has got you covered
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.
With the best onboarding and personal support program, you can make the switch to Worksorted's CRM safe in the knowledge that we will have your team up and running in just days with client data safely encrypted, easy to follow workflows, and complete confidence that our support is available to you same day, every day.
Worksorted has 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.
With Worksorted, problem solved!
Worksorted Solutions
Worksorted
Worksorted is an intuitive, easy to use CRM, workflow and revenue system made for financial advisers. It incorporates document management, Fee Disclosure Statements (FDS) and Opt In. CRM Learn how our custom made CRM tailored to financial advisers can create more efficient and productive practices for your practice with flexible task management,......
