December 9, 2022

AdviceTech Podcast #16 – Worksorted


AdviceTech Podcast

Share :


Proudly sponsored by Netwealth. 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
Simon Betchley LinkedIn
Curiosity Corner (Upcontent) website
Peita Diamantidis Linkedin

Unlock the potential of your wealth business with Netwealth.

Join the XY platform:
App Store
Google Play

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Education podcasts

DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.