As a proud Education Partner, we’re excited to see you next week at the Advice Evolution Annual Adviser Conference. Be sure to stop by and say hello to our Business Development Manager, Lauren Sawers (French). She’d love to connect. Fintegritywealthadvisers #financialadviser #worksorted
Worksorted
Financial Services
Dulwich, South Australia 1,185 followers
A simple and intuitive practice management solution, specifically for the financial advice industry.
About us
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 could 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. Head to our website link to start today 🔗
- Website
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https://linktr.ee/worksorted
External link for Worksorted
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Dulwich, South Australia
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Practice Revenue, Fee Disclosure Statements, Revenue Reporting, Referral Source Reporting, Adviser payments, CRM, Workflow, Financial Services, and Financial Planning Software
Locations
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Primary
Get directions
182 Fullarton Rd
Dulwich, South Australia 5065, AU
Employees at Worksorted
Updates
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We dare you to answer the questions below truthfully. If your answer is 'no' to most, if not all, ask yourself: how long has this been eating away at you, and how long can you last before doing something about it? ⏺ Have you developed a proactive approach to managing your technology? ⏺ Does your technology align to support the firm's strategic goals? ⏺ Have you cut through the noise to select the right technology partners and solutions? ⏺ Do you plan to drive ongoing technology adoption and optimisation throughout the firm? Book a demo today. Go on, we dare you https://lnkd.in/d6HkxVtM Don’t let another year slip by without doing something about your tech. #worksorted #technology #financialadviser #CRM Financial Planning 🎧 https://lnkd.in/gnHkJ7AZ?
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Are you a financial adviser looking to attract new clients? Nasdaq recently shared an article outlining strategies to help financial advisers grow their client base. Point #8 – Implement a CRM for Better Client Management. A CRM like ours helps to identify opportunities, keep track of client interactions, automate follow ups and send personalised messages. Don't let any opportunities slip through the cracks in your client acquisition. Connect with our team today https://lnkd.in/d6HkxVtM Read the full article here https://lnkd.in/gexmqiZD #FinancialAdvisers #CRM #LeadGeneration #Worksorted
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In a recent article, Netwealth - See Wealth Differently (ASX:NWL) highlighted just how game-changing automation can be for CRM systems. At Worksorted, we've seen firsthand the transformative impact of automation in financial planning practices. With over 1,900 active process automations today, we've experienced a 375% increase since 2021! proving how essential automation is for growth and efficiency. Best part? Worksorted is built for financial advisers—ready to go, no customisation needed. Save time, reduce errors, and build stronger relationships. Curious to learn more about Worksorted’s automations? Book in a demo with our team today https://lnkd.in/d6HkxVtM. Read the full article here https://lnkd.in/g363YKH2 #Automation #CRM #FinancialPlanning #Efficiency #Worksorted
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Our final day at the Count National Conference in our nations capital Canberra! 🇦🇺🦘 Thanks to all who joined in on the technology panel session that included our own Simon Betchley, and to those that came past the stand to see Simon and Adam Sadler. It was great to catch up with friends, colleagues and partners, new and old! Thanks for having and supporting us Hugh Humphrey, Andrew Kennedy, Reg Gabila and all of the Count team. An exceptional event with some outstanding content. 👏 #fintech #financialservices #financialplanning #innovation #conference #technologyleadership
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The 2024 Adviser Ratings Landscape Survey is live! Your input contributes to an industry-leading report with valuable market trends and insightful statistics. Plus, score epic prizes from their $40k prize pool! ➡ Take the survey here: https://bit.ly/3U7GQea #financialservices #financialadvice #fintech #innovation #worksorted
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From all of the team here at Worksorted we hope 2023 has been a great success and wish all of our clients and partners a fantastic festive season! Enjoy your time with friends and family, and get your rest... We think 2024 is going to be a cracker! 🎄 🎅 🚀 🌟 If anyone needs us, a skeleton crew will be operating from the afternoon of the 22nd December 2023 to the 2nd January 2024. We'll be back to full capacity from then. #financialservices #financialadvice #fintech #innovation #holidays #worksorted
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✨ Training that Transforms, Support that Shines ✨ "We recently transitioned from another CRM to Worksorted and have found the team at Worksorted to be diligent and responsive during a time that was always going to be a challenge. In particular, the support and training provided have been excellent and enormously helpful. We love their ‘can do’ attitude and the speed at which they respond to our queries." — Anita Pugh, Operations Manager at Infinity Financial Advisors AU Watch Demo Video: https://bit.ly/3RbOAsH #fintechinnovation #financialadvice #financialservices #worksorted #innovation #clienttestimonial
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