Takeaways

• SortMe makes is really easy for clients to manage their personal finances.
• The overview page gives the user all the things they should be aware of.
• Goals is an easy way to allocate funds within an account across multiple goals.
• Fast Track is a SortMe's recommendation engine that helps users identify potential savings.
• Net Worth allows clients to track their net worth in an easy to understand way.
• The Budget section is a where you or the client can go to amend the budget and make sure it's in a surplus.
• You can see all the ins and outs in the Transactions section.
• Spend Overview is the reports section that allows you to dig into spending.