Sorted Suite was created by a team with more than a decade of experience in operations and administration across private wealth management, professional advisory and fast-growing start-ups.
Our experience covers businesses of every size, from start-ups with just two staff to teams of more than 50, and from small operations to a business overseeing more than AUD 1 billion in assets. Along the way, we’ve managed daily operations, staff and client onboarding, and the compliance and confidentiality standards that growing businesses need to get right.
We’ve seen first-hand how good businesses get held back by admin bottlenecks: missing paperwork, inconsistent onboarding and follow-ups that fall through the cracks. That’s why we built Sorted Suite. Our templates and tools help small to medium-sized businesses stay compliant, onboard their people and clients properly, and keep regular check-ins on track, so you can focus on running your business.
We look forward to helping you get sorted!