Thousands of Australian financial service advice businesses could be at least 20% more profitable if they could eradicate inefficient processes.

Worksorted offers cloud-based technology that includes CRM, document management, Microsoft integration, data feeds from Xero and browser based call recording.

We focus on multi-faceted businesses operating in areas such as accounting, stockbroking & financial planning, and those who outsource or offshore activities like para-planning or client admin.

Worksorted helps its clients to discard costs, complexities & inefficiencies of older advice technology. We plan to disrupt the large, profitable incumbent financial services technology competitors.

To support our plans, Worksorted has a solid presence in a growing client base. Advice professionals spend over six hours per day using Worksorted - collaborating with one another - creating client files, file notes, jobs, tracking time and client revenue.

We offer a fresh approach to running your financial services business. We invite you to check us out, to see how we can support you in a range of valuable outcomes by becoming a Worksorted user.