SortMe

SortMe Partner Guides

Below are our video guides designed to help our partners understand how SortMe works for them and their clients.

Budgeting in SortMe

SortMe, an introduction

SortMe For Practice - Overview

Security and Data Privacy

Who's SortMe designed for?

Setting up a client on SortMe

Fact Find Overview

Using SortMe (Client App)

SortMe User App - Overview

Budgeting in SortMe

Spendable Balance

Recommended by industry professionals

SortMe is the recommended money management app by financial advisors.

Collection of financial and consulting company logos including AIFP, The Money Men, Financial Solutionz, LESA Financial Solutions, Leuluai Financial, MySolutions, Echelon Advisers, Collaborative Consulting, My Wealth, Cliffe Consulting, Naked Finance, Onpoint Financial Advice, Radical Investment, Safeguard Life Risk Management, Float, Sue Tierney Mortgages, On Track Financial Planning, and The Good Broker.