Know every client
Centralise client information, interactions and activity in a secure, accessible record.
Client management →Built for Australian advice businesses
Less admin.
More advice.
Bring clients, workflow, compliance and revenue together in one straightforward platform for your entire practice.
✓ One licence✓ Unlimited users✓ Australian support
Practice overviewToday
ACTIVE CLIENTS1,284+3.8%
OPEN WORK4212 due
Annual review workflow18 of 24 complete75%
Compliance checksAll records current✓
Everything in one place
Run the practice.
Not the paperwork.
Keep information organised, automate repeatable work and give every person a clearer view of what needs to happen next.
Keep work moving
Build consistent processes, assign responsibility and automate reminders across the practice.
Workflow →Stay practice-ready
Organise important records and support consistent compliance and revenue processes.
Compliance & revenue →“One connected workspace gives advice teams more time for the work only people can do.”
WORKSORTED APPROACHBuilt to fit
One platform.
Every practice model.
A better working day