Worksorted
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Solutions

Built for every stage of your advice practice.

Whether you operate under a licensee, manage your own AFSL or support a network of advice businesses, Worksorted gives your team the tools to work more efficiently.

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Worksorted
Licensed practices
Self-licensed AFSLs
Dealer groups
Revenue management
Find your solution

Designed around the way your business operates.

Choose the practice type that best reflects your organisation.

Licensed Practice

Flexible practice management for advice firms operating under a licensee.

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Self-Licensed

Revenue, compliance and workflow tools for self-licensed businesses.

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Licensee

Scalable systems for dealer groups and multi-business advice networks.

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Outsourced Revenue

End-to-end revenue administration, reconciliation and reporting support.

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Licensed Practice

The flexibility to run your practice your way.

Regardless of licensee software mandates, advice practices still need tools that reduce administration, improve efficiency and support business growth.

Worksorted delivers a complete practice management solution while connecting with the software your licensee or team already relies on.

  • Flexible workflows and task management
  • Centralised client information
  • Connected integrations
  • Clear business visibility
Worksorted solution for licensed practices
Self-Licensed

More control without more complexity.

Self-licensed practices manage broader revenue streams, greater compliance responsibilities and more complex business processes.

Worksorted brings revenue, compliance, client management and workflow into one connected platform.

  • Revenue reconciliation and reporting
  • Compliance management tools
  • Automated workflows
  • Secure document management
Worksorted solution for self-licensed AFSLs
Licensee

One platform across your advice network.

Dealer groups and multi-business AFSLs need visibility, consistency and flexibility across different advice practices.

Worksorted supports gradual or large-scale deployment, helping each business operate independently while giving the broader organisation greater oversight.

  • Multi-practice administration
  • Consolidated revenue management
  • Group-level reporting
  • Configurable practice workflows
Worksorted solution for dealer groups
Outsourced Revenue Management

Let our team manage the administration.

Revenue loading, reconciliation and adviser payments are essential, but they can consume valuable time.

For a fixed monthly fee, Worksorted can manage the process from end to end.

  • Sourcing and loading revenue data
  • Bank reconciliation
  • Adviser payment processing
  • RCTI and remittance production
  • Management reporting
Worksorted outsourced revenue management
Customer stories

Trusted by advice businesses of every size.

See how different advice practices use Worksorted to simplify operations and support growth.

For a long time we ‘adopted’ a number of systems to try to get the right mix of CRM, compliance, revenue management and communication. Worksorted provides all we need for these issues in a single platform. We certainly feel more comfortable that our compliance and client review scheduling is current and correct and the revenue management capability has allowed us to significantly reduce our tech spend.
Paul Moran Moran Partners Financial Planning Single Practice AFSL
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 Licensed Practice
Worksorted has paid for itself already we were able to identify an underpayment of $5k. MLC has paid us the cash and not charged the client. A great result. Thanks Worksorted!
Liam Diggin Mentor1 Financial Planning Licensed Practice
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 Single Practice AFSL
Since implementing Worksorted, we have had a balanced pay run and great support from the team. We have a copy of the program in every advisers practice and it gives them all of the CRM functionality they need as well as giving us a great tool to monitor their regulatory compliance.
David Harris Advice Evolution Multi-Business AFSL
Worksorted has become a key pillar in the Nextplan structure. Simon and the team have been a delight to work with. The customer service and support is highly efficient and effective in delivery. Nextplan made the decision to provide our advisers with a tech platform that increases productivity and profitability. Worksorted was the obvious choice.
David Corridon Nextplan Financial Multi-Business AFSL
Ready to see Worksorted in action?

Bring your clients, workflows and practice together

See how Worksorted can help your team reduce administration, improve visibility and deliver a more consistent client experience.

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