Features
Spend Reporting
Understand your spending.
Net Worth Tracking
All your assets and liabilities in one place.
Subs. Management
Find unused subscriptions.
Goal Tracking
Achieve your goals faster.
Budgeting
Set your spend targets.
Bill Management
Manage, tag, and pay bills.
Pricing
About
For Advisors
Support
Advisor Help
Financial help from a licensed advisor.
SortMe Support
Product help from SortMe Support.
Financial Coach
Find unused subscriptions.
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Client Login
Advisor Login
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Advisor Login
Create Account
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)
Client Tasks
SortMe User App - Overview
Creating Goals
Budgeting in SortMe
Spendable Balance
Recommended by industry professionals
SortMe is the recommended money management app by financial advisors.