FUSE is the optimum industry workflow & compliance blueprint that is overlaid into Worksorted, a ready to implement leading CRM enabling practices to immediately operate confidently in the financial services world.
As mentioned earlier Worksorted is a leading intuitive CRM for financial advice practices.
Traditionally CRM’s are not designed for Financial Planners needs and had to be customised. Our focus when creating FUSE was to put the client at the centre of everything we do and build / deliver an intuitive, modern, sophisticated CRM with flex and shift to meet the industry requirements. An easy end to end solution for Financial Planning Practices.
Contact firstname.lastname@example.org to find out more about FUSE and to arrange a FREE online or in person demo.