Michael Smith – Halpin Financial Services

Adam van de Water, Principal, Brava Financial Solutions

“Advice Evolution is a mid-sized licensee and we decided to work with the team at Worksorted over 5 years ago.  We found that there was no other way to keep an accurate record of our payments and we were continually having to chase lost money on our old system.  Since then we have had a balanced pay run and great support when things become complicated.  We have a copy of the program in every adviser’s practice and it gives them all of the CRM functionality they need as well as giving us a great tool to monitor their regulatory compliance.  The best thing about these guys is that they are a non conflicted business and it is refreshing to be able to work with people who truly put us ahead of the shareholders.”

– David Harris, Advice Evolution


“Our business has recently transitioned to the Worksorted CRM system for our financial planning practice here in Chatswood, NSW. It has been a wonderful, refreshing change from our previous software provider. It is user friendly and competitively priced. Worksorted staff are always accessible and respond promptly. The training is a highlight: always personal and tailored to our immediate needs when required. For example, we have recently completed our annual bulk FDS mailout (350+). The process, guided by our trainer, was seamless.”

– John Scully, Trend Wealth


“Worksorted is refreshingly simple to use and provides everything we need to cover all the bases for our CRM and revenue tracking needs. Furthermore, the entire team actually enjoys using Worksorted and their training and support are fantastic.”

– David Kissane, Wealthpool Advisers


“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


“For a long time we ‘adopted’ a number of systems to try to get the right mix of CRM, compliance, revenue management and communication. Worksorted provides all we need for these issues in a single platform. We certainly feel more comfortable that our compliance and client review scheduling is current and correct and the revenue management capability has allowed us to significantly reduce our tech spend.”

– Paul Moran, Moran Partners Financial Planning


“It has been an absolute pleasure and seamless migration to Worksorted.  The excellent support from Adam, Anthea and the team has meant our company and client data is accurate and in real-time.  The quality and level of support have most definitely been a refreshing experience!  We have been able to significantly reduce ongoing company running costs due to Worksorted managing services we were running on multiple platforms.  The ease and functionality of Worksorteds dashboard make for a practical and user-friendly experience.  As a business tool, we are loving the focus points we can tailor to each of our roles, whether it is our Managers, CSO’s, Paraplanners or Advisers.”

– Sophie Miller, Atlas Wealth


“It is a very user-friendly system where most of the tasks can be automated. We run a very process-driven business and worksorted does all we require! Highly recommended system!”

– Zafar Karim, CCA Financial Planners


“We have been using WS for about 4 years and they just keep evolving and getting better with their practical, efficient and value for money solution. Can highly recommend WS.”

– Duane Stewart, Vine Wealth


“We have been using Worksorted for 12 months now and have found the process-driven tasks so useful especially covering compliance and implementation jobs. It takes a few months to used to but it is well worth taking the time to do the learning modules to help you through. The support staff are just amazing, always helpful in sorting out queries on use. They are constantly making improvements to make our job easier. Would definitely recommend.”

– Toni Pounds, Vintage Wealth


“We use Worksorted in our financial planning practice. Once set up the break down of revenue is invaluable. We are able to easily sort different revenue streams and adviser commissions in a date range of our choice. It is also easy to keep track of individual clients,  new and ongoing business. There are many other features but revenue sorting is our most used.”

– Kari Marks, Dunsford Financial Planning


“Having just made the full transition to worksorted from COIN, we couldn’t recommend WS more highly. Their support team and training are exceptional and the efficiencies the software has created have been very evident to the whole team! Wish we made the switch earlier.”

– Jenna Maher, Vine Wealth


“During a recent trauma claim for open heart surgery, I was very pleased we have been using Worksorted for our process and job management in our Practice. At first contact with the insurance provider, we were advised the policy had been cancelled! We were able to quickly draw a clear history of activities and file notes for our client – it was simple to record and retrieve in Worksorted. The notes from Worksorted were evidence of a requested restructure in the policy, the provider accidently actioned to cancel the policy. With this evidence, the provider along with their records subsequently paid out on the claim. Overall, a great outcome! We were delighted to be able to deliver for our client during an already difficult time. “

– Graeme Wandel, Clare Financial Services


“Worksorted provides with all the systems and tools you need to manage your financial planning firm. We have been using this system since 2014 and it is much more streamlined than other systems out there. It manages your FDS, client communication, internal workflow jobs and tasks. It’s great! Highly recommend.”

– Melina Pisani, Frontier Financial Group


“It has become apparent that after a few months of using Worksorted, our expectations have been exceeded!

We now have a very effective work/job tracking system that is simple to use and easily accessible by all staff from any computer ( no longer confined to locally stored spreadsheets). The ability to create flexible checklists into the various job types gives peace of mind that necessary processes are actioned in a logical and timely order. Another stand out feature for us is the revenue tracking system which is very clever and simple to set up. It provides a wealth of useful reports which greatly enhances our ability to track client/product/company revenue. There is no other system that can do this and it is so easy to use! The level of support we receive from the Worksorted team is exceptional, with regular updates and information on enhancements as they occur. “

– Chris Brown, Administration Manager, Planning for Life Pty Ltd


” Worksorted was a natural fit for Brava. As a client-centric business to have a tool which connects us to our clients (Internal and External) on a communication, relationship and revenue level at a glance helps us to manage the Brava business very effectively. The Worksorted Team have a very pro-active offer in terms of ongoing support and always readily take feedback to improve the software and therefore the outcomes for users. Their forward-looking focus as one of our major strategic relationships is just so important in our industry of constant change.”

– Adam van de Water, Principal, Brava Financial Solutions


“We outsource paraplanning, legal and mortgage advice services – using Worksorted our team and our advice partners now have great visibility of work status and improved communication with clients. Everyone feels engaged and involved in getting the job done.”

– Michael Smith, Halpin Financial Services


“Worksorted has paid for itself already – we were able to identify an underpayment of $5k. MLC has paid us the cash and not charged the client. A great result. Thanks Worksorted!”

– Liam Diggin, Principal Financial Planner, Mentor1 Financial Planning


“We are thrilled to be using the document and checklist features in some key job types. It’s allowed us to share some template and standard documents in the cloud for easy retrieval. This has been especially useful when we have advisers working in field without shared drive access to our server. The other benefit has been to use the checklists to indicate the usual high-level steps that a task would go through. It’s quicker and easier to update the notes in a job and forms the basis of our compliance checks. We are finding the quick responsive way that Worksorted approaches feedback is super valuable.”

– Tabitha Tworek, Operations Manager, Insight Wealth & Accounting Advice


“While working through the start-up phase of our new business it became evident that managing our commission statements, workflow and client file notes was something that would take significant amounts of time but also something that was extremely important to get right. After working through the practicalities of these issues we started to look for a product that would help make things easier.

Through our MLC relationship, we were put in front of Dan from Worksorted who explained how Worksorted could solve these problems for us. Having understood how Worksorted could help us, through Dan’s easy to understand explanation and Anthea’s support, we engaged Worksorted as the provider of our client workflow and file note CRM and as our revenue management system.

Since then we have seen the savings in time that Worksorted can provide us, have seen how easy it is to manage client workflow and file notes and experienced the excellent support from the Worksorted team, which makes using the system even easier to use. I would encourage you to consider Worksorted as a tool that will add value to your business. “

– Dave Schultz, Principal, Encounter Financial Services Pty Ltd


“I no longer need a note pad and pen by the bed. I sleep soundly knowing that Worksorted will keep my business on track and help me tend to my clients’ financial affairs. Thanks to Worksorted, not only is my daily workflow taken care of but I can also easily track my initial and ongoing revenue. No more clunky spreadsheets, or hours of inputting data. I love the flexible reporting options and already feel like the business can tackle the pending FOFA challenges. Congratulations to the Worksorted team on their intuitive, easy to operate site.”

– Kate Phillips, Tend Financial Planning


“As you are probably aware, Donna and the team have been working hard to get Worksorted implemented in our business. The commission system is fantastic and the workflow management piece is looking to be equally so. From the reports I have received from Donna, your team has been very supportive and flexible throughout the entire process. Job well done!! “

– Steven May, Financial Planner, Insight Wealth Planning


“The Worksorted system has been a reliable CRM for our practice for a number of years. The checklist system is a great way to keep on top of daily workflow and we have found the revenue tracking ability to be better than others we have used. The team is particularly helpful when requiring bulk uploading/downloading of data. Emailing to our clients is also quite efficient, particularly when establishing commonly used templates.”

– Mark Jefferey, Frontier Financial Group


“One of the main things that need to be kept in mind is that planners spend a lot of time creating paper trails for auditors and to protect themselves from litigation. I know that a lot of planners are crying out for a practice management solution that creates this paper trail from the first contact, to on boarding the client and providing advice, through to maintaining and providing an ongoing service to the client. We chose Worksorted because it provides that paper trail at the end of a workflow that can be exported and saved to a client’s file. “

– Brett Wright, Business Funding & Planning Pty Ltd


“I just wanted to say thank you for looking into my suggestions on updating various options in Worksorted. I am really impressed that your team implemented them and did so in such a timely manner.”

– Sue Stuart, Getson Consulting Pty Ltd


“We find the FDS & Opt-In functions are working very well for our practice. We have peace of mind knowing we can clearly (and easily) track our Fee Disclosure and now Opt In dates. We have successfully produced our combined statements (FDS & Opt In renewal) from the templates we created in WS. Thank you to the team at WS!

– Chris Brown, Administration Manager, Planning for Life Pty Ltd