SortMe Partner Guides

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

The new Fact Find feature in SortMe is the fastest way to get accurate data from your clients.
Please review our new Fact Find feature. Feel free to test it out and give us your honest feedback: aidan@sortme.com

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.