Advice Efficiency.

Worksorted is an intuitive, easy to use CRM, Workflow and Revenue system.
It incorporates document management, Fee Disclosure Statements (FDS) and Opt In.

Worksorted offers cloud-based solutions that reduce operating costs and boost the value of financial services firms. It incorporates a range of specific solutions to suit financial advisers, stockbrokers, accountants and mortgage brokers, as well as businesses they work with, including external para-planners and offshore services firms who offer support to finance professionals.  Worksorted provides multi-disciplinary advice businesses with a single client view, so that firms can efficiently record file notes and engage with their clients via email, SMS and templated documents – irrespective of the type and number of advice services offered to those clients.

No Communication Limits

We identified that the business models for advice were changing.

With plenty of experience in financial advice, we were aware of the need to make things easier for advisers and their support staff.

We looked at some of the trends in technology and the fact that many advisers were seeking access to more efficient software options. So, we set about with the idea of discarding the complexities, inefficiencies and flaws in older style financial services technology solutions.

There are no lock in periods!

Advice practices subscribe to Worksorted under a license fee arrangement. The system is quickly and easily embedded into your practice. Ours is not a one size fits all solution… we are continually adding value based on what our clients need.

Access from anywhere.

We offer a fresh approach to running your financial services business.  We invite you to check us out, to see how we can support you in a range of valuable outcomes by becoming a Worksorted user.

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Creating advice efficiency and reducing operating costs.

Reduce operating costs and boost the value
of your business.

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Testimonials

Our clients probably say it best

See what others think

Q&A’s

We’ve compiled some commonly asked questions from Advisers

Have queries?

Support Tutorials

You can access information on a range of topics including FDS, Opt-in, workflow and much more.

View Tutorials

Contact Us

At Worksorted, we like to support you any way we can.  That’s why you can call us on +61 8 8165 0499 and speak to someone – Monday to Friday from 9:00am to 5:00 pm (Adelaide, South Australia time).  Alternatively, you can email us on service@worksorted.com

If you need to visit or send us something, we are based in Adelaide, at Suite 17, 2 Portrush Road
Payneham, SA 5070

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We had no way of really tracking our client revenue in the business, and were unable to determine if we were actually receiving what we should, except via a spreadsheet. After seeing a demonstration of Worksorted, we knew immediately that this was what we needed.”
Kerri Fitzgerald, COO, Godfrey Pembroke - Doncaster
Worksorted was a natural fit for Brava. As a client centric business to have a tool which connects us to our clients (Internal and External) on a communication, relationship and revenue level at a glance helps us to manage the Brava business very effectively. Worksorted’s forward looking focus as one of our major strategic relationships is just so important in our industry of constant change.”
Adam van de Water, Principal, Brava Financial Solutions
We now have a very effective work/job tracking system that is simple to use and easily accessible by all staff from any computer (no longer confined to locally stored spreadsheets). Another stand out for us is the revenue tracking system which is very clever and simple to set up. It provides a wealth of useful reports which greatly enhances our ability to track client/product/company revenue. There is no other system that can do this and it is so easy to use!”
Chris Brown, Administration Manager , Planning for Life Pty Ltd
We are thrilled to be using the document and checklist features in some key job types. It’s allowed us to share some template and standard documents in the cloud for easy retrieval. This has been especially useful when we have advisers working in field without shared drive access to our server. The other benefit has been to use the checklists to indicate the usual high level steps that a task would go through. It’s quicker and easier to update the notes in a job and forms the basis of our compliance checks.”
Tabitha Tworek , Insight Wealth & Accounting Advice
We engaged Worksorted as the provider of our client workflow and file note CRM and as our revenue management system. Since then we have seen the savings in time that Worksorted can provide us, have seen how easy it is to manage client workflow and file notes and experienced the excellent support from the Worksorted team, which makes using the system even easier to use. I would encourage you to consider Worksorted as a tool that will add value to your business
Dave Schultz, Principal, Encounter Financial Services Pty Ltd
One of the main things that need to be kept in mind is that planners spend a lot of time creating paper trails for auditors and to protect themselves from litigation. I know that a lot of planners are crying out for a practice management solution that creates this paper trail from the first contact, to on boarding the client and providing advice, through to maintaining and providing an ongoing service to the client. We chose Worksorted because it provides that paper trail at the end of a workflow that can be exported and saved to a client’s file.
Brett Wright , Business Funding & Planning Pty Ltd
The commission system is fantastic and the workflow management piece is looking to be equally so. From the reports I have received, your team has been very supportive and flexible throughout the entire process. Job well done!!
Steven May, Financial Planner , Steve May Financial Planning