In this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation.

Worksorted Website: https://worksorted.com/ 
Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/ 
Curiosity Corner (Upcontent) website: https://www.upcontent.com/  
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/