Your Worksorted License

Complete CRM access and support
Reconcile, calculate and remit payments to their own advisers or referral sources
Download revenue statements
Dynamic and customised revenue reporting
Complete end to end workflow solutions
SMS | Email | Documents
Client review reporting
Compliance checklists
Implementation support package ($1,452)
Onsite training $1,320 (optional)
Import historic notes and tasks $1,760 (optional)

Your Worksorted license also includes: