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Worksorted
Customer Engagement Platforms · Australia · 11-50 Employees
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Overview
Headquarters
2 Ste 28, Payneham, South Australia, 507...Phone Number
+61 881650499Website
www.worksorted.comRevenue
<$5 MillionIndustry
About Worksorted
Worksorted is a financial planning CRM designed specifically for the financial advice industry, offering a simple and intuitive practice management solution. The platform caters to a wide range of clients, from small single-office firms to large multi-office advice firms and dealer groups. Its features include client relationship management, workflow automation, revenue management, compliance, and document creation, all aimed at enhancing productivity and profitability. By providing a comprehensive suite of tools, Worksorted helps financial advisers streamline their operations and improve client engagement.Explore more
Worksorted Org Chart
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Worksorted Tech Stack
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Worksorted is a financial planning CRM designed specifically for the financial advice industry, offering a simple and intuitive practice management solution. The platform caters to a wide range of clients, from small single-office firms to large multi-office advice firms and dealer groups. Its features include client relationship management, workfl... Read More
