Worksorted

[john.gartland]

Integration overview

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration summary

Worksorted is an intuitive, easy to use CRM, Workflow and Revenue system made for Financial Advisers.
It incorporates document management, Fee Disclosure Statements (FDS) and Opt In.

Software type: Business Management Solution (CRM, revenue management, workflow, compliance)

Locale:  AU

System Administration self enablement. Will require a 'Service Account' please see the 'Setup Instructions' section below.

 Contact details for integrator: Simon Betchley (service@worksorted.com)

Website for integrator: https://about.worksorted.com/

Description provided by the integrator:

Worksorted is a simple and intuitive business management solution built specifically for the financial
advice industry. The software incorporates an easy-to-use CRM and workflow solution with revenue
and compliance management capabilities to provide advice firms with complete visibility, control
and peace of mind when it comes to their business and client data.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration has been enabled. Please contact your Iress Account Manager who will be able to raise the necessary request to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth). 

In your third party integrator software: 

The Third Party has supplied this setup guide.