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, automated client service and documented compliance records.

Revenue management
Worksorted’s financial planning software supports revenue management for financial advisers from source documents through to payments, reporting and analysis.

Workflow solution
Worksorted helps financial advisers create more efficient and productive advice practices by tracking and managing workflows and tasks.

Practice compliance
Easily create and store FDS and Opt In with our complete end-to-end solution. Client files are in the one spot, secure and regularly backed up for your financial advice firm.

Extra services
Learn everything Worksorted can do for your practice. From general printing, birthday & christmas cards, calender’s, email templates, flyers, newsletters and much more.