[/vc_column_text][vc_custom_heading text=”CRM FOR AMPFP, CHARTER & HILLROSS PRACTICES” font_container=”tag:p|font_size:20px|text_align:center|color:%23ffffff” use_theme_fonts=”yes” css=”.vc_custom_1515817713198{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;padding-bottom: 30px !important;}”][vc_btn title=”Request a demo” style=”outline” shape=”round” color=”white” align=”center” link=”url:https%3A%2F%2Fmeetme.so%2FDanielFitzgerald||target:%20_blank|”][/vc_column][/vc_row][vc_row][vc_column][vc_raw_html]JTNDYSUyMG5hbWUlM0QlMjJhYm91dCUyMiUyMGlkJTNEJTIyYWJvdXQlMjIlM0UlM0MlMkZhJTNF[/vc_raw_html][/vc_column][/vc_row][vc_row css=”.vc_custom_1515885786440{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 30px !important;padding-left: 20px !important;}”][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][vc_custom_heading text=”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.” font_container=”tag:h3|text_align:center” google_fonts=”font_family:Ubuntu%3A300%2C300italic%2Cregular%2Citalic%2C500%2C500italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal” css_animation=”fadeIn” css=”.vc_custom_1515822350123{padding-top: 0px !important;}”][vc_separator color=”custom” border_width=”3″ el_width=”20″ accent_color=”#eaeaea” css=”.vc_custom_1474639439567{padding-top: 30px !important;}”][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1474640611442{padding-top: 0px !important;padding-bottom: 70px !important;}”][vc_column css=”.vc_custom_1471554140907{margin: 0px !important;padding: 0px !important;}”][weston_carousel pagination=”false”][vc_single_image image=”100720″ img_size=”full” css=”.vc_custom_1515818496612{margin-top: 0px !important;margin-right: 0px !important;margin-bottom: 0px !important;margin-left: 0px !important;padding-top: 0px !important;padding-right: 50px !important;padding-bottom: 0px !important;padding-left: 50px !important;}”][vc_single_image image=”100719″ img_size=”full” css=”.vc_custom_1515818476227{margin-top: 0px !important;margin-right: 0px !important;margin-bottom: 0px !important;margin-left: 0px !important;padding-top: 0px !important;padding-right: 50px !important;padding-bottom: 0px !important;padding-left: 50px !important;}”][vc_single_image image=”100721″ img_size=”full” css=”.vc_custom_1515818517899{margin-top: 0px !important;margin-right: 0px !important;margin-bottom: 0px !important;margin-left: 0px !important;padding-top: 0px !important;padding-right: 50px !important;padding-bottom: 0px !important;padding-left: 50px !important;}”][/weston_carousel][/vc_column][/vc_row][vc_row][vc_column][vc_raw_html]JTNDYSUyMG5hbWUlM0QlMjJmZWF0dXJlcyUyMiUyMGlkJTNEJTIyZmVhdHVyZXMlMjIlM0UlM0MlMkZhJTNF[/vc_raw_html][/vc_column][/vc_row][vc_row full_width=”stretch_row” parallax=”content-moving” parallax_image=”100791″ css=”.vc_custom_1515995934792{margin-bottom: 0px !important;border-bottom-width: 0px !important;padding-top: 60px !important;padding-bottom: 60px !important;background-color: #3a3a3a !important;}”][vc_column][vc_row_inner css=”.vc_custom_1515819898743{margin-top: 2px !important;border-top-width: 2px !important;padding-top: 2px !important;padding-right: 40px !important;padding-left: 40px !important;}”][vc_column_inner width=”1/6″][/vc_column_inner][vc_column_inner width=”2/3″][vc_custom_heading text=”WORKSORTED/FUSE FEATURES” font_container=”tag:h2|text_align:center|color:%23ffffff” google_fonts=”font_family:Ubuntu%3A300%2C300italic%2Cregular%2Citalic%2C500%2C500italic%2C700%2C700italic|font_style:500%20bold%20regular%3A500%3Anormal” css_animation=”fadeIn” css=”.vc_custom_1515822387511{padding-bottom: 20px !important;}”][vc_separator color=”custom” border_width=”3″ el_width=”20″ accent_color=”rgba(255,255,255,0.51)”][/vc_column_inner][vc_column_inner width=”1/6″][/vc_column_inner][/vc_row_inner][vc_row_inner css=”.vc_custom_1474641603454{padding-right: 40px !important;padding-left: 40px !important;}”][vc_column_inner width=”1/2″][vc_column_text]
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
compliant place” font_container=”tag:h6|text_align:center” use_theme_fonts=”yes”][vc_custom_heading text=”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. ” font_container=”tag:p|text_align:center|color:rgba(10%2C10%2C10%2C0.5)” use_theme_fonts=”yes”][/vc_column][vc_column width=”1/3″ animation=”wpb_bottom-to-top” animationdelay=”.3″ css=”.vc_custom_1471893776684{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_icon type=”linecons” icon_linecons=”vc_li vc_li-eye” color=”custom” align=”center” custom_color=”#1a7abf” css=”.vc_custom_1515818938360{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_custom_heading text=”Monitor your business activities, expected and actual revenues” font_container=”tag:h6|text_align:center” use_theme_fonts=”yes”][vc_custom_heading text=”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.” font_container=”tag:p|text_align:center|color:rgba(10%2C10%2C10%2C0.5)” use_theme_fonts=”yes”][/vc_column][vc_column width=”1/3″ animation=”wpb_bottom-to-top” animationdelay=”.6″ css=”.vc_custom_1471893793221{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_icon type=”linecons” icon_linecons=”vc_li vc_li-settings” color=”custom” align=”center” custom_color=”#1a7abf” css=”.vc_custom_1515818953575{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_custom_heading text=”Integrated Back-office and Paraplanning
” font_container=”tag:h6|text_align:center” use_theme_fonts=”yes”][vc_custom_heading text=”
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. ” font_container=”tag:p|text_align:center|color:rgba(10%2C10%2C10%2C0.5)” use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1515822008915{padding-top: 2px !important;padding-bottom: 10px !important;}”][vc_column][vc_column_text]
[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_raw_html]JTNDYSUyMG5hbWUlM0QlMjJ0aGUtdGVhbSUyMiUyMGlkJTNEJTIydGhlLXRlYW0lMjIlM0UlM0MlMkZhJTNF[/vc_raw_html][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1515887460847{padding-top: 10px !important;padding-bottom: 30px !important;}”][vc_column][vc_custom_heading text=”Meet our team” font_container=”tag:h4|text_align:center” google_fonts=”font_family:Ubuntu%3A300%2C300italic%2Cregular%2Citalic%2C500%2C500italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal” css=”.vc_custom_1515823605101{padding-top: 0px !important;padding-bottom: 30px !important;}”][vc_separator color=”custom” border_width=”3″ el_width=”20″ accent_color=”#eaeaea” css=”.vc_custom_1474645822235{padding-top: 0px !important;padding-bottom: 0px !important;}”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1515821411020{padding-top: 10px !important;padding-bottom: 10px !important;}”][vc_column width=”1/3″][vc_column_text]
Dan Fitzgerald
[/vc_column_text][vc_column_text]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.
[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]
Tanya Higgins
[/vc_column_text][vc_column_text]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.
[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]
Tamara Morey
[/vc_column_text][vc_column_text]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.
[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1515821419651{padding-top: 10px !important;padding-bottom: 10px !important;}”][vc_column width=”1/3″][vc_column_text]
Sarah Murray
[/vc_column_text][vc_column_text]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.
[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text css=”.vc_custom_1515822447828{padding-bottom: 4px !important;}”]
Anthea Court
[/vc_column_text][vc_column_text]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.
[/vc_column_text][/vc_column][vc_column width=”1/3″][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1515822622748{padding-top: 10px !important;padding-bottom: 10px !important;}”][vc_column][vc_custom_heading text=”Kind Words from our Clients” font_container=”tag:h4|text_align:center” google_fonts=”font_family:Ubuntu%3A300%2C300italic%2Cregular%2Citalic%2C500%2C500italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal” css=”.vc_custom_1515823576088{padding-top: 0px !important;padding-bottom: 30px !important;}”][vc_separator color=”custom” border_width=”3″ el_width=”20″ accent_color=”#eaeaea” css=”.vc_custom_1474645822235{padding-top: 0px !important;padding-bottom: 0px !important;}”][/vc_column][/vc_row][vc_row css=”.vc_custom_1474645769959{padding-bottom: 60px !important;}”][vc_column width=”1/3″][/vc_column][vc_column width=”1/3″][weston_testimonial author=”Andrew Carey, General Manager” company=”MAP Wealth” img=”827″]If anyone was looking for a CRM, I would have no hesitation in recommending FUSE. It’s already paid for itself.
[/weston_testimonial][/vc_column][vc_column width=”1/3″][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1515822008915{padding-top: 2px !important;padding-bottom: 10px !important;}”][vc_column][vc_column_text][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_raw_html]JTNDYSUyMG5hbWUlM0QlMjJjb250YWN0JTIyJTIwaWQlM0QlMjJjb250YWN0JTIyJTNFJTNDJTJGYSUzRQ==[/vc_raw_html][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1515822622748{padding-top: 10px !important;padding-bottom: 10px !important;}”][vc_column][vc_custom_heading text=”Contact Us” font_container=”tag:h4|text_align:center” google_fonts=”font_family:Ubuntu%3A300%2C300italic%2Cregular%2Citalic%2C500%2C500italic%2C700%2C700italic|font_style:400%20regular%3A400%3Anormal” css=”.vc_custom_1515823493407{padding-top: 0px !important;padding-bottom: 30px !important;}”][vc_separator color=”custom” border_width=”3″ el_width=”20″ accent_color=”#eaeaea” css=”.vc_custom_1474645822235{padding-top: 0px !important;padding-bottom: 0px !important;}”][contact-form-7 404 "Not Found"][/vc_column][/vc_row]