Kevin Jamali's Colleagues at Worksorted Pty Ltd
Kevin Jamali's Contact Details
Adelaide,South Australia,Australia
Worksorted Pty Ltd
Kevin Jamali'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.