Worksorted
Share
A simple and intuitive practice management solution, specifically for the financial advice industry. Head to our website link to start today 🔗
Your team will be thanking you in no time as they master productivity through automated task management and checklists. The frustration of clunky processes and threads will disappear; their smiles will return, and financial planning will become fun again as the profits increase, clients are elated, and your team heads home early on Fridays. Through our experience, thousands of advice businesses co
Click here to claim your Sponsored Listing.
Our Story
Worksorted is an extremely intuitive, easy to use CRM, Workflow & Revenue system.
It incorporates document management and Fee Disclosure Statements (FDS).
Worksorted offers cloud-based technology solutions and services that reduce operating costs and boost the value of financial services firms.
Our focus on financial services advice means we offer a bunch of solutions to suit financial advisers, stockbrokers, accountants and mortgage brokers, as well as standalone para-planners and external services firms who offer support to finance professionals.
Telephone
Website
Address
182 Fullarton Road
Adelaide, SA
5056
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |