Why advisers love Worksorted
“Client interactions have improved, and the recording of important information is now effortless.”
Leon Chiera
Director @ Franklin Advisory
“The system is user friendly and the support has been fantastic.”
Sharyn Rule
Director of Operations @ Provident Financial Services
“Worksorted's continuous evolution and incorporation of customer feedback is truly commendable.”
Melanie McDonald
Practice Manager @ Silvan Ridge
“We love their ‘can do’ attitude and the speed at which they respond to our queries.”
Anita Pugh
Operations Manager @ Infinity Financial Advisors
“Worksorted ticks all our boxes for client data management, compliance, team workflow and automation.”
Nicholas Donnelly
Financial Adviser @ Walker Lane
“Worksorted provides all we need in a single platform and allowed us to significantly reduce our tech spend”
Paul Moran
Principle @ Moran Partners Financial Planning
