No. 25 of 31 ·Financial Advisor Software

Worksorted

Web · Android · iPhone · API

Freedom report

One barScore 4.8

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedThinly documented

Worksorted is ranked #25 of 31 in financial advisor software on Freedom251. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered.

Worksorted plans and pricing

All plans

Worksorted Not published One licence · unlimited users · flexible functionality worksorted.com · 7 Oct 2026

Compared on financial advisor software

Free plan: No
Client portal: Yes
Financial planning: No
Compliance workflows: Yes
Document vault: Yes
Billing and invoicing: Yes

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The record

Purpose: Worksorted combines client management, workflow, compliance, revenue and practice operations for financial advice businesses.
Audience: The platform is designed for Australian financial advice businesses, including licensees, licensed practices and self-licensed practices.
Client management: Client profiles can include contact details, relationships, activity, revenue, documents and service information.
Workflow: Teams can use jobs, tasks, checklists, reusable templates and automation for reminders and repeatable actions.
Revenue: Revenue features include once-off and recurring billing records, adviser remuneration and referral payment processing, splits, reporting and forecasting.
Compliance: Compliance tools include an audit trail, service obligation tracking, renewal dates, consent records and electronic signing.
Documents: Reusable document templates can draw on stored Worksorted client data to create consistent practice documents.
Integrations: Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit.
API: Worksorted says its API can connect custom applications, internal systems and specialised workflows.
Mobile access: The Worksorted App is described as providing access to jobs, clients and practice activity while away from a desk.
Trial: The 14-day free trial includes full platform access, Australian support and training resources, and begins with a suggested 15-minute conversation with the team.
Support: Existing customers can call support Monday to Friday, 9:00 am–5:00 pm ACST.
Pricing model: The homepage describes one licence with unlimited users and flexible functionality; it does not display a price.
Headquarters: Adelaide, South Australia, Australia

Where it ranks on Freedom251

Best Financial Advisor Software in 2026#25 of 31

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Sources

worksorted.com· checked 7 Oct 2026
worksorted.com/features_v2.php· checked 7 Oct 2026
worksorted.com/integrations.php· checked 7 Oct 2026
worksorted.com/free_trial_v2.php· checked 7 Oct 2026
worksorted.com/contact_v2.php· checked 7 Oct 2026