SortMe Partner Guides
Below are our video guides designed to help our partners understand how SortMe works for them and their clients.
Creating Goals
Takeaways
- Savings Goals are an easy way to allocate funds from within a bank account.
- You can have multiple savings goals linked to a bank account.
- Pay Debt Goals work on negative accounts like mortgage accounts.
- Goals are displayed on the My Financial Overview page. This is to keep them top-of-mind and help keep users motivated.
SortMe, an introduction
Setting up a client on SortMe
Using SortMe (Client App)
