Lasso Advisor Portal is a powerful tool that gives you better initial conversations with prospects and leads. Demonstrate your value faster and connect with consumers - whether you know them already or they have just found you. It only takes minutes to showcase how you can help consumers get their financial plans on track, and, in the process, get the information you need to start an impactful relationship.
HAVE BETTER CLIENT CONVERSATIONS.
Quickly gather a better understanding of what consumers want to accomplish. Lasso plans are simple to build, include all the important information you need to have a productive conversation and are easy for anyone to understand and discuss.
EASILY CAPTURE KEY ONBOARDING INFORMATION.
Seamlessly capture information about potential clients while showcasing your value and the ways in which you could help them achieve their goals.
FIND CLIENTS WHO ARE A BETTER MATCH.
Lasso’s community of consumers are all interested in working with advisors to build better plans. Connect with potential clients whose goals are aligned with yours.
Ratings and Reviews
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Goal Based Investors, Incorporated
- 28.9 MB
- Requires iPadOS 13.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Age Rating
- © 2021 GoalBased Investors, Inc.
With Family Sharing set up, up to six family members can use this app.