For those businesses using Worksorted alongside Financial Mappers, the integration will provide an efficient process for ensuring all client files are updated in Worksorted when client communication is sent from your Financial Mappers profile. Worksorted has a custom export embedded in the CRM which allows client details to be exported individually or in...
Ensuring your Worksorted profile is full of clean and accurate data is vital to the use of powerful tools and features throughout the system. By periodically monitoring and cleaning your CRM data, functionally such as document placeholders, revenue reports and FDS & Opt-in prompts become...
The ‘Client revenue bands’ report is a powerful tool that provides an instantaneous view of your clients, segmented by revenue across a number of pre-defined ‘revenue bands’ (including zero and negative amounts). The report provides a clear visual to a business on where all clients sit...
Worksorted’s drilldown report is considered the flagship revenue report within the software. The drilldown report allows you to analyse and make sense of revenue received into the business at an adviser, company, product type, revenue type, referral source or even client level, across any historical date...
With many Financial Planning practices implementing tech stacks to leverage best of breed software in their practices, it's important to ensure your provider of choice will be able to cater to your specific practice needs. Here are 5 quick tips to consider when reviewing your...
Are you on the hunt for a new CRM for your Financial Planning practice? Most Advisers know what they want – a complete system that will take the pain out of client services, compliance, and simply make operating a Financial Planning practice much easier, efficient...
Over the last few years, firms in the financial services industry have witnessed a tightening of compliance regulations. Advisers have been subject to increasing compliance regimes and consumers have lost trust in the Financial services industry. For Advisers in particular, there has never been a...
Marketing your financial advice firm is something all practice principles and their staff should be actively doing. With so many avenues to deliver your marketing messages, it can be difficult to understand which channels best suit your business and what messaging will connect with your...