Dan Fitzgerald's Colleagues at Worksorted Pty Ltd
Dan Fitzgerald's Contact Details
Worksorted Pty Ltd
Dan Fitzgerald's Company Details
Thousands of Australia financial service advice businesses could be at least 20% more profitable if they could eradicate inefficient processes. \Worksorted offers cloud-based technology that includes CRM, document management, Microsoft integration, data feeds from Xero and browser based call recording. \We focus on multi-faceted businesses operating in areas such as accounting, stockbroking & financial planning, and those who outsource or offshore activities like para-planning or client admin. \Worksorted helps its clients to discard costs, complexities & inefficiencies of older advice technology. We plan to disrupt the large, profitable incumbent financial services technology competitors. \To support our plans, Worksorted has a solid presence in a growing client base. Advice professionals spend over six hours per day using Worksorted - collaborating with one another - creating client files, file notes, jobs, tracking time and client revenue.\We offer a fresh approach to running your financial services business. We invite you to check us out, to see how we can support you in a range of valuable outcomes by becoming a Worksorted user.