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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 hub@tntadvisorsolutions.com.au to find out more about FUSE and to arrange a FREE online or in person demo.

 

Why FUSE?

All your client activities in one, compliant place

Communicate with your clients more easily and automatically via bulk email, SMS or personalised message (e.g., for birthdays). You will have peace of mind that key licensee compliance processes, documents and checklists are integrated into the software, visible to all staff members and kept up-to-date with compliance changes by the experienced FUSE team.

Monitor your business activities, expected and actual revenues

FUSE contains 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 licensee data feeds as well as external providers.

Control your Work flow – anywhere, anytime

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.

 

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