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...
You might be in a job currently or have been in the past where you were required to store client details using your firms CRM, leave file notes each time you have spoken to a client or send communication for annual reminders, BUT are you...
At Worksorted, we provide a focal point that leverages on cloud-based technology in order to provide high-quality services that reduce operating costs associated with the financial services sector. Thus, we partner with financial services firms to offer financial advisers, stockbrokers, accountants and mortgage brokers, as...
This video below gives you a great overview of Worksorted. How it works, its benefits and how you can get started! ...