Worksorted

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Australia’s leading financial advice CRM, workflow and revenue software

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Advice Software

Get your Worksorted with Australia’s leading financial advice CRM, workflow and revenue software.

Worksorted is a simple and intuitive practice management solution built specifically for the financial advice industry.

Our software incorporates an easy-to-use CRM and workflow solution with revenue and compliance management capabilities to provide advice firms with complete visibility, control and peace of mind when it comes to their business and client data.

Worksorted enables advice firms to outsource, streamline and automate the 94% of things that need to be done in your business. We leave Statement of Advice production to others.

Streamline your operations. Find missing revenue. Reduce your tech costs.

What sets your products or services apart from competitors in terms of value and unique features (and any specifics in relation to the provision of Risk Advice)?

– Our sole focus is ensuring you can run the most efficient, effective and compliant business possible. One license per practice, unlimited users, all-in-one functionality.

Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?

– Genuine process efficiency, crystal clear dashboards on business operations, and the ability to save hundreds of hours per staff member using process automation.

Are there any specific individuals or teams within your company that Risk practices should reach out to for more information or support?

-No.

Can you share any important news, messages or updates that you would like to convey to Risk Advisers?

– Back-to-back winners of Best CRM Award in the Adviser Ratings Australian Financial Advice Landscape Report (2022, 2023).

Can you share any success stories or testimonials from Risk Advisers who have used your service?

– Yes, many are available on our website.

What are the pricing options and packages available for Risk Advisers?

– One license per practice, unlimited users, all-in-one functionality.

Briefly describe your services and how they support Risk Advice?

-Award Winning Financial Services CRM, Workflow and Revenue Management software.

Are your services specifically tailored for the Risk Advice market?

-We cater to all practices across financial advice, not just risk.

How do your services contribute to making the delivery of Risk Advice easier or more efficient?

-Worksorted enables practices to scale their operations, streamline and automate activities and engagement, track and monitor revenue, and stay on top of all compliance related requirements. All through a simple and intuitive software solution.