Product information

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...

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...

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...