Meridian Planning vs Worksorted
Meridian Planning
meridianplanning.appWorksorted
worksorted.comSide by side
| Figure | Meridian Planning | Worksorted |
|---|---|---|
| Price from | $49/mo | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 4 | 1 |
| Spec score · Financial Advisor Software | 7.8 (#12) | 7.3 (#26) |
| Support | The Small Practice plan includes priority support. | Existing customers can call support Monday to Friday, 9:00 am–5:00 pm ACST. |
| Trial | The site offers a free trial but does not state its duration on the page. | The 14-day free trial includes full platform access, Australian support and training resources, and begins with a suggested 15-minute conversation with the team. |
Plans
Meridian Planning
- Founding Member rate$49 a month
- Solo Advisor$79 a month
- Small Practice$149 a month
- Enterprise$299 a month
In their own words
Meridian Planning
Meridian Planning has no write-up on Specifiction yet; its figures are above.
Worksorted
Worksorted brings client management, workflow, compliance, revenue and practice operations into one platform for Australian financial advice businesses. It is designed for licensees, licensed practices and self-licensed practices. Client profiles can hold contact details, relationships, activity, revenue, documents and service information. Teams can manage repeatable work with jobs, tasks, checklists, templates and automated reminders. Revenue tools cover once-off and recurring billing records, adviser remuneration, referral payments, splits, reporting and forecasting. Compliance functions include audit trails, service obligations, renewal dates, consent records and electronic signing. Reusable document templates can use stored client data. Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit; an API can connect custom applications and internal systems. The Worksorted App provides access to jobs, clients and practice activity away from a desk. It runs on Android, iOS and the web. Pricing is on request, and a 14-day trial includes full platform access, Australian support and training resources.