*the average annual revenue one advisor misses per 100 clients without SortMe.
Engagement and sales opportunities designed to deliver better outcomes for you and your clients. more
SortMe makes the fact-finding process easy for clients with pre-filled out financial data pulled directly from their connected accounts. more
No more waiting for the client. Work with accurate, up-to-date client data when ever you need it. more
SortMe leverages live client financial data along with situational insights to deliver value-adding notifications and data-points that drive sales and engagement.
A lot of opportunities get missed due to the lack of up-to-date customer data. SortMe’s near real-time client data, coupled with it’s financially minded AI, can surface timely engagement opportunities that increase client relationships while also driving sales.
20 to 50% of leads are lost during the fact finding process. SortMe uses the leads financial data to pre-fill and automate parts of the fact find, resulting in higher conversion rate.
No more waiting weeks for client files and bank exports. No more wasting time on followups. SortMe’s simple fact finding process makes it a breeze for the client and you.
SortMe’s client app allows your clients to manage their cashflow, goals, budgets, and track their net worth. This client managed data is refined and organised so that it’s always up-to-date.
You, as their advisor, has access to their financial data, reporting, budgeting, goals and more. This means you can have peace of mind knowing you’re working from accurate data.
Get more detailed information about how SortMe works to aid financial advisors and drive real business growth.
