New Website Announcement!
We've been working hard on tidying up the look and feel of Worksorted. Today we updated our website and landing pad and soon we'll be making some changes to the UI you see in system, keep an eye out!
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New Website Announcement!
We've been working hard on tidying up the look and feel of Worksorted. Today we updated our website and landing pad and soon we'll be making some changes to the UI you see in system, keep an eye out!
iFactFind Integration with Worksorted!
It's official, the Worksorted and iFactFind two-way integration is live! Together we've made it even easier to gather and share client information instantly between systems, saving advisers time and money!
2 Billionth Revenue Dollar
Congratulations to Moran Partners Financial Planning on loading the lucky 2,000,000,000th dollar into Worksorted’s revenue management system! Yes that's two, capital ‘B’ Billion dollars loaded today!
Advice Revolution Integration
So what does the integration do? Advisers can now have clients complete the digital Fact Find and the data will be sent instantly to Worksorted's CRM.