Lasso: Finance Made Simple 4+

Goal Based Investors

Designed for iPhone

    • 4.7 • 13 Ratings
    • Free

iPhone Screenshots

Description

Easily build a plan for your most important financial goals in a matter of minutes. Then connect with a financial advisor who will show you exactly how they can help make that plan a success.

BIG GOALS. SIMPLE PLANS.
You can build a plan in minutes with just the basics to save for a house, college, retirement and more. Then play around with how to optimize your plan. And finally, find an advisor who can help you improve it. A simpler, faster financial planning experience, free to you.

SEE PAST THE COMPLEXITY OF TRADITIONAL FINANCIAL PLANNING
Lasso is based on giving you the tools to start planning for your future—with zero financial jargon. Lasso lets you build simple plans that help you get your hands around your goals in a way you can understand. Now, you and your advisor can speak the same language and spend time on what really matters—helping you reach your goals.

CHOOSE THE ADVISOR THAT’S RIGHT FOR YOU.
From the minute you sign up, you’re in control of finding advisors who align with who you are. Research as many advisors as you want to make sure you find one who understands your values, risk level and more.

What’s New

Version 1.0.2

Bug fixes and performance improvements

Ratings and Reviews

4.7 out of 5
13 Ratings

13 Ratings

cdh1556 ,

Very easy to use!

Really like the planning functionality and ability to search through advisors.

Fintech Bri ,

Very Impressive!

Very neat tool to help me understand my financial goals and find an advisor!

App Privacy

The developer, Goal Based Investors, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Identifiers

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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