Worksorted @Worksorted
Continuously finding easier and faster ways for advice professionals to manage their business. linktr.ee/worksorted Adelaide, South Australia Joined September 2016-
Tweets364
-
Followers79
-
Following198
-
Likes39
We are big believers at Worksorted about the benefits of collaboration. Just take a look at all the Partner Integrations we have!... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
Creating the right processes for onboarding new clients and delivering ongoing services, makes life a lot easier for your team. Especially as we now have a workforce that is often remote... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
What does the Quality of Advice Review mean for Worksorted? Well, we're not an advice tool, but we are focused on advice firms having more time for clients while adhering to quality advice delivery... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
Choosing the right software for your team is important. They need to understand the benefits and see how effective it is at improving their output. Nextplan chose Worksorted for just that reason... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
The best way to find out if Worksorted could work for your practice is to see it in action. We have a strong understanding of the pain points our clients are dealing with, so when we take you through... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
💡 Worksorted Feature 💡 Is your current CRM working for you?... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
Choosing new software can be a daunting exercise. And it's not just about making sure you have the right system to do the job, it's about making the decision.... bit.ly/WS_Read #worksorted #fintech #technology #afsl #compliance
Running an advice business can be challenging enough, without trying to make advice software do something it wasn't created to do - run your business. Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
We like to think of Worksorted as your 'source of truth' for all client, revenue and compliance information... Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
How did you manage fee consents in your practice last month? We know it was a stressful month for many advice practices trying to align all the requirements and meet the deadlines... Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
At Worksorted, we don’t believe your software costs should increase exponentially as your business grows. We know many advice firms are running their business through their advice tool. Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
When you look for software to improve the operations of your advice practice, are you considering industry-specific software? Read more... bit.ly/Read_WS #worksorted #fintech #technology #afsl #compliance
The industry narrative for efficiency within advice firms centres around advice production and the time it takes to produce an SoA. However, in our experience... bit.ly/WS_Read #worksorted #fintech #technology
We have a saying here at Worksorted, 'you'll discover it can do more than you thought it could'. Prospective clients speak to us because they have a problem that needs solving... bit.ly/WS_Read #worksorted #fintech #technology
Did you know that we use bank-level security at Worksorted? This means we use an encryption standard that protects your data from being intercepted by third parties... bit.ly/WS_Read #worksorted #afsl #compliance #financialplanning
When Dave Schultz was starting Encounter Financial Services, he already knew there were going to be some bottlenecks in their business if they didn't get the right solution in place... bit.ly/WS_Read #worksorted #afsl #compliance #financialplanning
As a software business, we're a little different. When our clients give us feedback, we take it onboard. We're not about operating in a vacuum and selling clients on features they don't need... bit.ly/WS_Read #worksorted #fintech #technology
Did you know we have a comprehensive onboarding program? We know that getting everyone in your business on board with our system and understanding how to use it effectively, will mean a faster ROI for your business... bit.ly/WS_Read #worksorted #fintech #technology
The software requirements of large licensees can be quite complex, especially if you have a broad practice community. As licensees are focusing on improving value to their member firms while keeping... bit.ly/WS_Read #worksorted #afsl #compliance #financialplanning
One of the key roles we have at Worksorted is our Client Success Manager. Our Client Success Manager works closely with new practices... bit.ly/WS_Read #worksorted #fintech #technology
Dominique @Lanetes164437
80 Followers 2K Following
Make money easily @zpmSy8gcu63H1
17 Followers 539 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Magali Soum @randomghetto
0 Followers 5 Following
Frank Mercurio @frankmercurio
46 Followers 256 Following
Leon Chiera @lchiera
157 Followers 1K Following Investment Advisor | Director | Franklin Advisory | Essendon FC |Juventus | Dad
Tony Stephens @TonyStephens4
37 Followers 340 Following
AdviserSoftware.com @advisersoftware
272 Followers 514 Following All you need to know about software for financial advisers, in one place. An unparalleled level of analysis & information on getting the best from #AdviserTech
Wayne Lear @WayneLear
162 Followers 455 Following
Wealth Planning Partn... @WealthPP
2K Followers 1K Following https://t.co/07cMRO5bXX WPP has a team of finanacial advisers helping clients Australia wide with 'The WPP Way' to Secure. Build. Succeed.
Amanda Cassar @FinanceChicks
4K Followers 3K Following Amanda Cassar is an author, speaker, traveler, reader, writer, dreamer, podcaster & music lover. Mistress of Coin @WealthPP & @TrustedAgedCare
Patrick Flynn @PatrickFlynnFP
870 Followers 585 Following Advice Innovator, helping advisers do more. Innovation, efficiency, tools/tech, financial advice, and bad jokes.
Gene Youl @GeneYoul
107 Followers 767 Following
RGM @RGM_Group
20 Followers 12 Following RGM is a financial services firm in Gippsland. We specialise in Business Advisory, Financial Planning and Tax & Accounting.
Patrick McKone @patrickmckone98
1 Followers 2 Following
apasswell HDFS @apasswell
0 Followers 1 Following
Jodie @Jodie63715809
3 Followers 31 Following
Dan Pianta @DanPianta
10 Followers 60 Following
Dr. Angelique McInnes @Sculpturemoney
364 Followers 873 Following Unorthodox Entrepreneur, Author, Presenter, Financial Planning, AI, Digital Health and Finance, Regulations Researcher and Educator🇦🇺🇳🇿🇿🇦Views are my own
Santiago Burridge @SantiBurridge
605 Followers 1K Following Co-Founder and CEO of Lumiant. A Borderless SaaS behavioural finance and customer experience platform.
Iridium Private @IridiumPrivate
107 Followers 2K Following #Fintech #Marketplace that curates personalised capital solutions for fast growing SMEs.
OliviaSarahLeLacheur @OliviaSLL
231 Followers 275 Following financial services professional; world traveller; women's rights advocate; proud mother and wife; experienced mentor.
Lumiant @Lumiant_io
485 Followers 1K Following Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances
Managed Investor @ManagedInvestor
49 Followers 295 Following Insights on investing for retirement for business owners and professionals that never want to worry about money. #managedmoney
Jason Haly @HalyJason
69 Followers 339 Following MYOB Advanced - Australia’s midsize ERP for all industries
Australian FinTech @austfintech
10K Followers 2K Following Australian FinTech showcases 1,000+ of Australia’s best and brightest FinTech companies and promotes them to the world. #AustralianFinTech #FinTech Since 2015.
Jim Stackpool @jstackpool
4K Followers 4K Following Adviser to Advisers. Reshaping Australia’s advice industry by fully separating financial products from financial advice.
Weworkbook @Weworkbook1
38 Followers 138 Following Weworkbook is a cloud-based Student Management System that provides training companies with an efficient way to manage their organisation.
Deborah Kent @DeborahKent10
2K Followers 774 Following Dir FASEA Former AFA President | #FinancialAdviser | Founder & Director @IntegraFS | #Business Owner | Advice, Women & Industry Advocate | Opinions are my own.
Implemented Portfolio... @ImplementedPF
949 Followers 2K Following Creating engaging investment experiences through our Individually Managed Account service for financial advisers & their clients. Ts&Cs: https://t.co/YKdn9C7bjG
Damian Liddell @DamianTLiddell
204 Followers 308 Following Certified Financial Planner & sports lover.
Jenny Brown @JBSFinancialJB
3K Followers 1K Following #MDRTAustralia Oceania Chair #PublicSpeaker #JBSTeam #JBSFinancial #SMSF #Risk #FinancialAdvisers #RetireRight #JoinwithJen #PartnerProtect #MDRT #FSPower50 😃
Baggott Bridge Partne... @baggott_bridge
808 Followers 4K Following We are a business services accountancy & tax advisory firm in Melbourne providing a quality service at a reasonable price on all tax returns & financial reports
Andrew Lane @andrewlanefp
706 Followers 3K Following Tweets from Auth Rep No. 1004180, and The Laneway to Wealth Pty Ltd (Tas Money and Wealth Management) is Corp Auth Rep 1283518 of InterPrac FP PL (AFSL 246638).
Kristy MacDonald @kristymacdonald
99 Followers 135 Following A financial adviser that knows that well-priced, good advice is hard to come by
P @pennywchai
6 Followers 62 Following
Matt Slack @mattslack
592 Followers 3K Following Web geek. Sports and racing fan. Global citizen. Beach, film, art, book, tech, crypto, music, culture, food & wine lover.
Murray Fisher @FisherFG
134 Followers 215 Following
Sukriti Mann @SukritiMann
2 Followers 15 Following
Tim Wortlehock @tim_wortlehock
1K Followers 2K Following 🔰🎌 financial adviser...ex chef...snow chaser...ajatt... views are my own...RT & Links ≠ advice or endorsement
Sydney West Financial... @financial_west
2 Followers 5 Following At Sydney West Financial Services we work with you along the way on life’s journey. Our team of Financial Advisers can provide advice on a range of services.
Joanne Mulquiney @jo_mulq
2 Followers 10 Following
Jason 🏳️🌈�... @jasxnyz
432 Followers 2K Following mutant freedom now. youth worker. social work student (he/they) https://t.co/2BP9W3Rpzw
Brad Fox @Brad_Fox1
493 Followers 571 Following Experienced CEO, Director, Consultant and Senior Executive. CEO of Association of Financial Advisers 2012-17.
Russell Hutchinson @russellhutchins
376 Followers 747 Following Management consultant to the financial services industry in New Zealand, specialising in life, living, and health insurance marketing.
Tracey Sharah @traceysharah
4K Followers 4K Following #CPA #Business #Tax #Accountant Advisor #Superannuation Enthusiast #SMSF Specialist
Hari Maragos CFP TEP @HariMaragos
712 Followers 1K Following Husband, son, family man; Super passionate award winning Financial Planning & Wealth Management Professional; University Lecturer; 4WD Instructor & Trip Leader
Tobias McKay @toby1kinobi_
80 Followers 185 Following
Andrew Lane @andrewlanefp
706 Followers 3K Following Tweets from Auth Rep No. 1004180, and The Laneway to Wealth Pty Ltd (Tas Money and Wealth Management) is Corp Auth Rep 1283518 of InterPrac FP PL (AFSL 246638).
Troy MacMillan @troymacmillan33
420 Followers 1K Following Health. Wealth. Happiness Phone: 1300 893 000 email: [email protected]
Patrick Flynn @PatrickFlynnFP
870 Followers 585 Following Advice Innovator, helping advisers do more. Innovation, efficiency, tools/tech, financial advice, and bad jokes.
Peter McCarthy @Petemyp
32 Followers 25 Following
daveslovinec @daveslovdave
119 Followers 108 Following
em.blanch @emblanch_
2 Followers 5 Following I have more energy than ten espressos. My purpose is to deliver unforgettable community experiences. Currently growing a professional network for advisers.
Steven Genoff @sggenoff
86 Followers 270 Following Helping professionals make good financial decisions; #MDRT; Wannabe DJ; 🍐
Finura Group @FinuraGroup
30 Followers 35 Following An independent WealthTech strategy and execution company with specialist knowledge in wealth management, superannuation and financial advice.
Michelle Hoskin @littlemisswoww
2K Followers 936 Following Activational speaker, influencer, author, global expert and financial services ‘secret’ weapon! #poweredbywoww https://t.co/tsCncMY6aK
Kim Payne @kim__payne
876 Followers 951 Following The best of the best have a coach. For many great financial advice business owners, that coach is me.
Socialisd | Social me... @socialisd
35 Followers 156 Following #️⃣ Social media content + mgmt 📝 Copywriting whizzes 💬 Chatbots + conversion mktg 🔥 Service biz + brands - our specialty 📣 Just have a chat 👇🏻
Steve @BlackwingProfit
52 Followers 73 Following Coaching Financial Planners.. To be the best they can be...!
Independent Wealth Pa... @IndependentWea1
18 Followers 50 Following Independent Financial Advisers providing tailored advice to time poor individuals
Ryan Watson @RoyWats59730696
271 Followers 2K Following Husband, Step Father, CEO. Just a boy from Geelong, making it in this ‘big smoke’. “Whilst we don’t deserve, we are most certainly worthy”
Xeppo @xeppo_au
41 Followers 34 Following
Wayne Lear @WayneLear
162 Followers 455 Following
Joel Ronchi @joel_integrity
23 Followers 43 Following I help Professionals go from feeling stuck & unfulfilled to unlocking their exceptional personal potential & elevate their impact, income, & purpose in life.
Kevin Liao @kevinliao82
52 Followers 67 Following
😀 Michael Lawes @itsmichaellawes
75 Followers 569 Following Father to two young legends, husband to a superstar. 2 * Ironman Finisher. Into all things finance, sport and fitness. Love life. CEO @ Circle Finance Group
Marc Bineham @MarcBineham
384 Followers 125 Following
Grahame Evans @evans_grahame
482 Followers 385 Following creating value add propositions to help advisers empower their clients # 3 talented daughters # mad fisho
Karen Eley @KarenAbbott39
31 Followers 119 Following Financial Adviser, Business Practice Owner, Mother and an excellent parallel parker
Tribel @Tribel_Group
31 Followers 69 Following A fully integrated advice, accounting and finance group with offices nationally - Sydney, Melbourne, Adelaide, Perth, Brisbane, Bathurst and Dubbo. Call us 📞
Centrepoint Alliance @CentrepointAL
516 Followers 305 Following As one of Australia's leading networks of financial advisers and brokers, we help build future prosperity for hundreds of thousands of Australians.
FortnumPrivateWealth @FortnumPW
564 Followers 1K Following Outstanding business and licensing services for great financial planning practices. #fortnum #financialservices #licensing
Matty Max @mattheine
2K Followers 1K Following
LaVista Licensee Solu... @lavistaau
18 Followers 74 Following We offer comprehensive licensing services that give you flexibility, control and keep you compliant and profitable. Head to the link to find out more 👇🏻
Matrix Planning Solut... @matrix_plan_sol
18 Followers 130 Following Quality compliance support, an open APL, ongoing professional development and superior service with competitive pricing. See how we can help 👇🏻
Wealth Planning Partn... @WealthPP
2K Followers 1K Following https://t.co/07cMRO5bXX WPP has a team of finanacial advisers helping clients Australia wide with 'The WPP Way' to Secure. Build. Succeed.
Sue Viskovic @ElixirCoaches
2K Followers 628 Following Passionately improving the business of financial advice. We're business coaches who love advisers - and we're also great keynote speakers, trainers and authors.
Amanda Cassar @FinanceChicks
4K Followers 3K Following Amanda Cassar is an author, speaker, traveler, reader, writer, dreamer, podcaster & music lover. Mistress of Coin @WealthPP & @TrustedAgedCare
Dr. Angelique McInnes @Sculpturemoney
364 Followers 873 Following Unorthodox Entrepreneur, Author, Presenter, Financial Planning, AI, Digital Health and Finance, Regulations Researcher and Educator🇦🇺🇳🇿🇿🇦Views are my own
BGL Corporate Solutio... @BGLcorp
3K Followers 5K Following Award-winning company compliance, SMSF and investment management software.
Santiago Burridge @SantiBurridge
605 Followers 1K Following Co-Founder and CEO of Lumiant. A Borderless SaaS behavioural finance and customer experience platform.
Richard Gough @moneyfit365
692 Followers 510 Following Numbers Geek | Financial Education | Father of two | Right Arm Over
OliviaSarahLeLacheur @OliviaSLL
231 Followers 275 Following financial services professional; world traveller; women's rights advocate; proud mother and wife; experienced mentor.
Andrew Inwood @AndrewInwood
790 Followers 785 Following Global Research Head. Interested in behavioural economics, consumer behaviour, ocean swimming and sailing. Opinions my own.
Matthew@virtuewealth @matthewvirtuewm
71 Followers 787 Following
Managed Investor @ManagedInvestor
49 Followers 295 Following Insights on investing for retirement for business owners and professionals that never want to worry about money. #managedmoney
Kris Kitto @Kris_SMSF
1K Followers 1K Following #SMSF Specialist. Proud dad of 2 x rambunctious 9 year old boys. Opinions are my own (based on facts & contemplation). I have qualifications and experience.
Grant Abbott Strategi... @grantabbott
2K Followers 430 Following Tech founder, legal innovator, world class presenter & trainer, Family Wealth Protection guru and AI Strategist for accountants and business
Courtney @courtc22
77 Followers 287 Following Sugar crazy hobby collector. Financial Planner on the side.
Ethical Invest Group ... @ethicalinvest__
162 Followers 280 Following Ethical Invest Group upskills finance professionals in ESG and sustainability, and delivers ethical investment education to client-focused financial advisers.
Paul Barrett @PaulBarrettAWA
58 Followers 87 Following One of Australia's most experienced Private Wealth Managers - providing peace of mind for custodians of wealth.
MDRTAustralia @MDRTAustralia
666 Followers 632 Following MDRT Australia; #MDRT a world-wide association with local representation in Financial Services #MDRTAustralia
Troy @theo_troy
699 Followers 1K Following 2024 2023,21,20,18,17 Barron’s Top 50 Financial Planners. FS Power 50 8 times. pre/ post retirement specialist.4CRB radio show Retirement living your way
RiskinfoNZ @RiskinfoNZnews
98 Followers 119 Following Delivering weekly updates on the latest news from the NZ life insurance industry.Trends for United States
You might like
