SortMe Partner Guides
Below are our video guides designed to help our partners understand how SortMe works for them and their clients.
Client Tasks
Client Tasks Overview
A simple way to deliver client tasks through SortMe.
Set your tasks in the advisor portal and they will show up on the clients SortMe home screen.
Easy peasy.
SortMe, an introduction
Setting up a client on SortMe
Using SortMe (Client App)
