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 co
uld 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:
📍 Customer relationship management (CRM)
📍 Workflow management via automation
📍 Compliance management and auditing
📍 Revenue management and reporting
📍 Personalised and consistent document creation
📍 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.
