Worksorted
Curated by SignalSoftware solutions enhancing client engagement for financial planners and advisors.
Overview
Worksorted is a company that offers software solutions specifically designed for financial planners and advisors. Its offerings aim to improve client engagement and operational efficiency. The platform includes various products such as automated client services, compliance management, and productivity tools, which are intended to streamline processes for financial advisory firms of different sizes. Worksorted incorporates predictive analytics, digital dashboards, and secure client portals to assist professionals in managing client portfolios and ensuring regulatory compliance. The platform features a customizable interface that supports communication and strategy development within the financial advice sector.
Key facts
- Founded
- 2009
- Headquarters
- Adelaide, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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