One license,
all functionality,
unlimited users

CRM

Automate client services, increase client engagement, and manage all compliance aspects via simple dashboards.

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Workflow

Do away with clunky, complicated processes and master productivity through automated tasks, checklists, emails, SMS and more!

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Revenue Management

Never again feel the pain of having to return client fees for missing renewal deadlines. Increase your profitability through 100% accurate invoicing of clients, payment collection, reporting and forecasting dashboards.

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Compliance

Contain all of your client records in one spot, securely encrypted, and available to you on any device. Client renewal agreements are automatically produced, sent, and returned with an e-signature in minutes.

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Document Creation

: Create beautifully branded and compliant templates to save hundreds of hours of effort across your business.

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Practice Management

Identify bottlenecks, increase profitability, leverage revenue opportunities and be the best advice firm you can be!

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Book a Free Demo

Taking a free trial of Worksorted is the first step towards boosting
the value and lowering the costs of your financial services firm

Let's Do It
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

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

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