Brand profile · Financial Services

Worksorted

Dulwich, South Australia-based Worksorted operates in Financial Services. Privately held, at linktr.ee. It holds one address on record, all in Australia. It employs 16 people, on the record. It lists workflow, financial services and crm among its specialties. One Australian registration (ABN) is a confirmed match. It is listed alongside eight similar brands, mostly in Financial Services.

linktr.ee LinkedIn

Profile live Privately Held Founded 2009 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
16
self-reported 11–50 band
Founded
2009
17 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • WORKSORTED PTY LTD

    ABN31134941423

    SAHigh confidenceMatched on exact nameABR

Legal entities

Worksorted: 1 registry entityWorksorted is linked to 1 registry entity: WORKSORTED PTY LTD (ABN 31134941423, candidate).WorksortedWORKSORTED PTY LTDABN 31134941423Candidate · High confidence
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WORKSORTED PTY LTDABN 31134941423
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Your team will be thanking you in no time as they master productivity through automated task management and checklists. The frustration of clunky processes and threads will disappear; their smiles will return, and financial planning will become fun again as the profits increase, clients are elated, and your team heads home early on Fridays.

Through our experience, thousands of advice businesses could be at least 20% more profitable if they could eradicate inefficient processes and make their workplace more enjoyable for their teams.

Worksorted offers cloud-based technology that includes:

📍 Customer relationship management (CRM)

📍 Workflow management via automation 📍 Compliance management and auditing 📍 Revenue management and reporting 📍 Personalised and consistent document creation 📍 Practice Management oversight

We work with financial advice firms that are innovative and keen to drive scale and profit. Whether you're self-licensed or part of a progressive and forward thinking licensee, we can provide you with the right solution to your business challenges.

With the best onboarding and personal support program, you can make the switch to Worksorted safe in the knowledge that we will have your team up and running in just days. Client data is safely encrypted, easy to follow workflows are implemented and you can have complete confidence that our support is available to you same day, every day.

We have 12 years of experience with Australian financial planning practices, we know the frustrations and pain points your team are dealing with and it's our mission to take them away.

We offer a fresh approach to running your financial services business.

Booking a time to have a demo of our system is the first step towards business scale and growth, as well as increasing client value and decreasing practice costs.

Head to our website link to start today 🔗

Specialties

All 9 specialties
  • Practice Revenue
  • Fee Disclosure Statements
  • Revenue Reporting
  • Referral Source Reporting
  • Adviser payments
  • CRM
  • Workflow
  • Financial Services
  • Financial Planning Software

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU182 Fullarton Rd; Dulwich, South Australia 5065Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

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Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
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People & contacts

4 employee profiles on record · names withheld.

The people relation is never requested, so there is nothing here to unlock.

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FAQ

Which legal entity operates under Worksorted?

One South Australia entity on the ABR: WORKSORTED PTY LTD (ABN 31 134 941 423), high confidence.

How many people work at Worksorted?

16 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Worksorted have offices?

One address on record, Australia only. Primary: 182 Fullarton Rd, Dulwich, South Australia 5065.

Has Worksorted raised funding?

None linked to this brand.

What does Worksorted list as its specialties?

Nine tags on the brand's own list, among them workflow, financial services and crm.

Which companies are listed alongside Worksorted?

Eight peer profiles on record: Hills Advice and Loftus Peak.

What is Worksorted's website?

linktr.ee