SortMe Partner Guides

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

Takeaways:

  • SortMe uses Akahu to securely connect to financial institutions.
  • A security token is used to connect SortMe. This is a standard connection method and is the same method used by the banks connecting to the users bank mobiel app.
  • SortMe has read only access. No way to transfer or move money.
  • A data privacy and security pages is available on our website for clients that wish to learn more. https://www.sortme.com/data-security

Recommended by industry professionals

SortMe is the recommended money management app by financial advisors.