*the average annual revenue one advisor misses per 100 clients without SortMe.
Get timely notifications when a client is in need of a conversation. SortMe monitors your clients real-time financial data to surface engagement opportunities that are in the clients’ and your best interest.
Qualify leads in minutes. The opportunities report gives you accurate view of the leads financial situation, including borrowing capacity, Kiwisaver, cashflow overview and much more.
Convert more leads with a more streamline fact finding process. Auto-categorisation of transaction gives the user accurate data. No more client guesses. Say goodbye to manual data reviews.
Engage with your clients at the right times. SortMe is the interface between you and your clients. Continuously monitoring and alerting you when they need your attention.
SortMe is revolutionising accountability in personal finance.
SortMe is delivering a new level of innovation of which I have not seen in this industry before. We are very excited about the opportunities it provides us.
One of my clients, who was saving for their first home, checks their SortMe app nearly every day. They love it!
SortMe immediately raised opportunities that were either new or something we'd overlooked. Either way, it was an instant value-add to our business.
Get more detailed information about how SortMe works to aid financial advisors and drive real business growth.
