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.

With the best onboarding and personal support program, you can make the switch to Worksorted's CRM safe in the knowledge that we will have your team up and running in just days with client data safely encrypted, easy to follow workflows, and complete confidence that our support is available to you same day, every day.

Worksorted has 12 years' of experience with Australian financial planning practices, we know the frustrations and pain points your team are dealing with, and it's our mission to take them away.

With Worksorted, problem solved!