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! ...
Over the past 10 years the Australian financial services industry has been rocked by significant changes to legislation and extreme tightening of regulation. It’s caused enormous disruption to the way financial planning firms engage with their clients and provide advice. The cost to service clients has...
Worksorted is a CRM. You can log in, go to a client page, put in file notes, work on jobs, create documents, send SMS or create emails. The things you do in the CRM are stored against the client’s records. To make you more efficient,...
Many advisers are pushing 4 or so appointments per day and to suit their busy clients, they are running evening meetings either at the office or in client homes. It’s common for Licensees to expect that meeting file notes are typed up, stored in a...