Search Result: worksorted

Aug
18

Advice Revolution partners with Worksorted

Fact find fintech Advice Revolution and customer relationship management (CRM) platform Worksorted have integrated their systems.

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Mar
04

Midwinter announces new partnership with Worksorted

Midwinter announce an integration with Worksorted to streamline the advice process and provide faster and easier ways for firms to run their business.

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Nov
10

Financial Mappers integrates with Worksorted

Financial Mappers have integrated with the Worksorted CRM and believe it’s advantageous to both companies as they look forward to a long relationship.

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Aug
25

Australian FinTech company profile #99 – Worksorted

Established in 2009, Worksorted provides faster and easier ways for advice professionals to manage their business.

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Aug
04

Worksorted shines as Adviser FinTech of choice

The 2020 Netwealth AdviceTech report showed that Worksorted has captured a significant amount of market share across the advice sector in Australia.

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Jul
08

Worksorted

Continuously finding easier and faster ways for advice professionals to manage their business.

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Sep
22

Global advice tech giant Voyant heralds Australian expansion with iFactFind integration

iFactFind and Voyant have seamlessly integrated their advice solutions to facilitate client data transfer, enhance connectivity and drive business efficiencies.

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Nov
01

Australian fintechs team up for new advice integration

iFactFind and Worksorted have announced a new partnership aimed at facilitating client data transfer and boosting efficiency in financial advice practices.

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