FUSE provides an optimum AMP workflow & compliance blueprint that is overlaid into Worksorted, a ready to implement leading CRM used by a rapidly growing number of leading AMP practices across Australia.
WORKSORTED/FUSE FEATURES
Ready to implement CRM into your practice
Fully embedded and efficient Opt-in and FDS management
Microsoft Office integration
Cloud based document storage system
Commission reconciliation tool
Automated processes, client communications & workflows
Built exclusively for Australian financial services firms
All your client activities in one,
compliant place
Communicate with your clients more easily and automatically via bulk email, SMS or personalised messages (eg. for birthdays). You will have peace of mind that key AMP Group compliance processes, documents and checklists are integrated into the software, visible to all staff members.
Monitor your business activities, expected and actual revenues
Dynamic revenue reporting and reconciliation tools. Use these tools to ensure you’re getting paid every dollar you are entitled to, and that revenue is not lost due to commissions errors.
Be confident that your product data is up to date with data feeds from AMP Planner Portal as well as external providers.
Integrated Back-office and Paraplanning
Keep your finger on the pulse – no matter where you are – with full visibility of your
practice workflow. An extremely cost effective solution, from lead management through to
application processing.
Meet our team
Dan Fitzgerald
Dan has been the Director and creator of Worksorted for the past eight years. He’s also developed many websites and software systems. Dan has over 25 years of experience in finance and marketing which all comes together to best deliver system and process improvement through Worksorted.
Tanya Higgins
Tanya is co-founder and Director of TNT Advisor Solutions mentoring and facilitating process and system efficiencies with AMP / Hillross practices. Tanya has significant management and industry experience.
Tamara Morey
Tamara is co-founder and Director of TNT Advisor Solutions and has been specialising in end-to-end back office support for the AMP Hillross group for over three years. She’s also an experienced financial planner.
Sarah Murray
Sarah is the TNT Advisor Solutions Operations Manager specialising in training financial services staff and implementing new processes to improve efficiency and quality of support services.
Anthea Court
Anthea has been working with financial planning practices to transition to and use Worksorted for the past five years. Her assistance with streamlining processes, support and training is informed by significant business and management experience.
Kind Words from our Clients
If anyone was looking for a CRM, I would have no hesitation in recommending FUSE. It’s already paid for itself.
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Contact Us
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