About Worksorted

Built to make advice practices work better.

Worksorted brings client management, workflow, compliance and revenue together in one practical platform built for Australian financial advice practices.

Discover our story Meet the team

Our purpose

Less friction. More time for advice.

We continuously look for easier and faster ways for advice professionals to manage their business, support their clients and grow with confidence.

Our story

We understand the realities of running an advice practice.

Worksorted was created around the real frustrations experienced by Australian financial planning teams: disconnected systems, repetitive administration, unclear workflows and too much time spent chasing work.

Our platform helps practices bring their people, processes and client information together. With guided onboarding, secure data and responsive support, teams can move to Worksorted with confidence and become productive quickly.

We take complexity out of the day-to-day, so your team can focus on clients and advice.

Make work simpler

Flexible workflows and automation help teams complete everyday work with fewer manual steps.

Support real teams

Our product and service are shaped around how advice practices actually operate.

Build confidence

Clear processes, documented activity and secure information help practices stay in control.

What drives us

Better systems create better working days.

When processes are clear and information is easy to find, teams can collaborate more effectively, clients receive a more consistent experience and practice leaders gain better visibility across the business.

Our mission is to continuously find easier and faster ways for advice professionals to manage their business.

The people behind Worksorted