Worksorted @Worksorted
Continuously finding easier and faster ways for advice professionals to manage their business. linktr.ee/worksorted Adelaide, South Australia Joined September 2016-
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We are big believers at Worksorted about the benefits of collaboration. Just take a look at all the Partner Integrations we have!... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
Creating the right processes for onboarding new clients and delivering ongoing services, makes life a lot easier for your team. Especially as we now have a workforce that is often remote... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
What does the Quality of Advice Review mean for Worksorted? Well, we're not an advice tool, but we are focused on advice firms having more time for clients while adhering to quality advice delivery... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
Choosing the right software for your team is important. They need to understand the benefits and see how effective it is at improving their output. Nextplan chose Worksorted for just that reason... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
The best way to find out if Worksorted could work for your practice is to see it in action. We have a strong understanding of the pain points our clients are dealing with, so when we take you through... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
💡 Worksorted Feature 💡 Is your current CRM working for you?... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
Choosing new software can be a daunting exercise. And it's not just about making sure you have the right system to do the job, it's about making the decision.... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
Running an advice business can be challenging enough, without trying to make advice software do something it wasn't created to do - run your business. Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
We like to think of Worksorted as your 'source of truth' for all client, revenue and compliance information... Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
How did you manage fee consents in your practice last month? We know it was a stressful month for many advice practices trying to align all the requirements and meet the deadlines... Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
At Worksorted, we don’t believe your software costs should increase exponentially as your business grows. We know many advice firms are running their business through their advice tool. Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
When you look for software to improve the operations of your advice practice, are you considering industry-specific software? Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
The industry narrative for efficiency within advice firms centres around advice production and the time it takes to produce an SoA. However, in our experience... bit.ly/WS_Read #worksorted #fintech #technology
We have a saying here at Worksorted, 'you'll discover it can do more than you thought it could'. Prospective clients speak to us because they have a problem that needs solving... bit.ly/WS_Read #worksorted #fintech #technology
Did you know that we use bank-level security at Worksorted? This means we use an encryption standard that protects your data from being intercepted by third parties... bit.ly/WS_Read #worksorted #afsl #compliance #financialplanning
When Dave Schultz was starting Encounter Financial Services, he already knew there were going to be some bottlenecks in their business if they didn't get the right solution in place... bit.ly/WS_Read #worksorted #afsl #compliance #financialplanning
As a software business, we're a little different. When our clients give us feedback, we take it onboard. We're not about operating in a vacuum and selling clients on features they don't need... bit.ly/WS_Read #worksorted #fintech #technology
Did you know we have a comprehensive onboarding program? We know that getting everyone in your business on board with our system and understanding how to use it effectively, will mean a faster ROI for your business... bit.ly/WS_Read #worksorted #fintech #technology
The software requirements of large licensees can be quite complex, especially if you have a broad practice community. As licensees are focusing on improving value to their member firms while keeping... bit.ly/WS_Read #worksorted #afsl #compliance #financialplanning
One of the key roles we have at Worksorted is our Client Success Manager. Our Client Success Manager works closely with new practices... bit.ly/WS_Read #worksorted #fintech #technology
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