Take Control of Your Money with SortMe

We've finally found a money management app worth recommending. We'd like to introduce you to SortMe.

Gathering all the data together to get a good picture of your financial situation from all the places you might have invested or borrowed from can be a time consuming challenge. SortMe consolidates your financial data from far more sources than anything else we have seen to date. And it keeps it up to date on a daily basis with little or no intervention from you. This saves you time you can use to analyse your financial situation - with the help of the tools in SortMe - rather than gathering the data.

Find savings, track your net worth, and make better decisions with all your financial information in one place. It's the future of personal finance management software, with automated transaction categorisation, insightful spend overviews and automatically assisted wealth tracking capabilities.

SortMe is built and run by Kiwi's so it speaks our language.

The Basic plan is free. If you want to take advantage of all the features it only costs $29 a month.

Connect all your bank accounts, credit cards, mortgage, investments, Kiwisaver, even your student loan. Get a full overview of all your financial assets and liabilities (pets and children not included) in one place. You can also "talk to your money" with their AI-powered chat bot, Sassy Susan.

Subscription management and recommendations are another great feature I think you'll love. SortMe will find those recurring transactions and subscriptions you thought you had cancelled. Some users find thousands of dollars a year in savings here.

SortMe can also act as an interface between you and your financial advisor, hopefully us. Think of it as your financial assistant that also alerts your adviser when they should step in to assist. Please contact us by email at admin@bayfinancialpartners.co.nz or by phone on 07 578 3863 if you'd like to set that up.

SortMe is secure and socially responsible with the mission of creating better outcomes for all Kiwis.

If you use our link here >> Sorted referral link you'll get your first month of SortMe Boost for free.