worksorted

A focus on process automation is providing enormous benefit for practice efficiency. Using a whole of client CRM perspective and servicing across integrated financial service offerings with existing features of embedded and automated SMS, email marketing, document management. – Existing integrations with google and microsoft suite of services, and advice production tools.

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End User Advisers
Advice Process Steps Scope
Goals
Assessment
Implementing
Review
Benefits Process efficiency
Engagement Uplift
Time saving
Cost Reductions
Compliance
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
Single sign on Yes
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 Australian Privacy Law
Limits on use No user or client restrictions
Disaster recovery and business continuity plans Yes
AFSL approval 60 major institutional and small scale AFSLs