An intuitive CRM for
financial advice firms

Financial planning software made simple

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

CRM for Financial Advisers

CRM

Learn how our custom made CRM tailored to Financial Advisers can create more efficient and productive practices for your practice with flexible task management, automated client service and documented compliance records.

Revenue Management

Worksorted’s financial planning software supports revenue management for financial advisers from source documents through to payments, reporting and analysis.

Revenue Management for Financial Advisers

Workflow for Financial Advisers

Workflow Solution

Worksorted helps financial advisers create more efficient and productive advice practices by tracking and managing workflows and tasks.

Practice Compliance

Easily create and store FDS and Opt In with our complete end-to-end solution.  Client files are in the one spot, secure and regularly backed up for your financial advice firm.

Compliance for Financial Advisers

Marketing for Financial Advisers

Extra Services

Learn everything Worksorted can do for your practice. From general printing, birthday & christmas cards, calender’s, email templates, flyers, newsletters and much more.

Find out more about Worksorted

Contact Us

You can call us on +61 8 8165 0499 and speak to someone – Monday to Friday from 9:00am to 5:00 pm (SA time).

Alternatively, email us on service@worksorted.com.
If you need to visit or send us something, we are based in Adelaide, at Suite 28/2 Portrush Road, Payneham, SA 5070

“The commission system is fantastic and your team has been very supportive and flexible throughout the entire process. Job well done!!”

Steve May – Steve May Financial Planning

“Relationship and revenue level at a glance helps us to manage the Brava business very effectively”

Adam van de Water – Brava Financial Services

“How easy it is to manage client workflow and file notes. I encourage you to consider Worksorted as a tool that will add value to your business”

Dave Schultz – Encounter Financial Services

Read more testimonials here