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Features to manage your advice firm

CRM

CRM

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Workflow

Workflow

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Compliance

Compliance

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Revenue Management

Revenue Management

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Practice Management

Practice Management

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Document Creation

Document Creation

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We support thousands of financial services professionals around the globe.

What our clients say

Worksorted is brilliant for managing the workflow in the office.  It is so simple to assign Jobs (tasks) and see where they are at so that everyone is accountable for their role.  We use Worksorted as a CRM, as a workflow tool, to generate correspondence to clients and as a Revenue sorting and matching tool. It’s easy to use.  The support provided by Worksorted has been great.  The pricing is really good.

Joanna Ryan, Lumix Wealth

Worksorted is a refreshingly simple, comprehensive CRM, workflow and revenue tracking platform that the whole team actually enjoys using. Their support team is also extremely helpful. I Would highly recommend taking a look at Worksorted.

David Kissane, Wealthpool Advisers

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