SortMe Partner Guides
Below are our video guides designed to help our partners understand how SortMe works for them and their clients.
SortMe For Practice - Overview
Takeaways
- SortMe brings a new level of client transparency to your practice.
- Clients can manage their finances with easy using SortMe's automated client app. This client-managed data gives financial advisors real-time accurate data.
- As an advisor, you can log into your Advisor Portal to view your clients' financial insights along with valuable Client Alerts.
- SortMe surfaces timely engagement opportunities that strengthen relationships and drive sales.
SortMe, an introduction
Setting up a client on SortMe
Using SortMe (Client App)
