Worksorted has been built out continuously over the past 9 years. New services include revenue management and product data information through their application. The focus in the past 2 years has been on developing superior automation processes with he aim of saving practices significant amounts of time. Their focus in the coming year is on Integration points with related, best-of-breed software components.
| End User | Advisers |
| Advice Process Steps | Scoping of advice Goal identification Assessing Finances Implementation Review |
| Benefits | Touch-free automation of tasks and client communications Process efficiency Engagement uplift Time saving Cost to serve reductions Compliance Benefit |
| Cost per user per annum | Under $499 |
| Time saving per client | More than 3 hours per client |
| Cost saving per client | $501-$1000 |
| Integration | COIN and XPlan |
| Website embedding | No |
| White labelled | Yes |
| System prerequisite | No. We operate on all browsers. No downloads are required to access our CRM. Upgrades provided immediately to all users. |
| Single sign on | No |
| Data storage | Stored on Australian enterprise-grade servers. Client personal information, file notes, adviser information, client revenue, product holdings, documents, and lots lots more. |
| Privacy standards | All relevant Australian privacy standards are adhered to. |
| Limits on use | No user or client restrictions |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | We are active in all of the majority of main licensees as well as self-licensed firms. Importantly, we choose to work directly with those practice principals at the coal face. They are the people who know what their businesses need from a CRM. |