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...
Worksorted reports present practice information in an organised format and provide a detailed breakdown of data stored within the CRM. These reports supply a visual representation of the trends, forecasts and historical statistics that otherwise may have been missed when what we think is happening...
With the recent royal commission in banking, there has never been a more important time to ensure your compliance obligations are being met. A big piece of the compliance puzzle relates to the production and delivery of accurate Fee disclosure statements (FDS) to all clients...