Connecting with qualified prospects just got a lot easier.

The Lasso Advisor Portal is a refreshingly different prospecting tool for financial advisors. Connect with prospects in an efficient, effective way that showcases your value up front.

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We believe finding the right clients should be easy—and free

Advisors spend countless dollars and hours every year trying to find their next clients. Social media, advertising, blogging, marketing consultants—make it stop! That's where Lasso comes in.

A social financial planning app, Lasso allows advisors to see relevant investor information before ever contacting them.

  • No more dead ends.
  • No more fruitless discovery meetings.
  • No more sifting through bad leads.

Connect with the right investors, send a proposal, and connect.

That's it.

^ As of June 10, 2022rea

How the Lasso Advisor Portal Works

Step 1: Investors create goals-based savings plans in Lasso.

Step 2: Investors share their plans with advisors to see how you could make the plans better.

Step 3: You create a simple proposal in a matter of minutes in the Advisor Portal showing how you could improve the plan.

Step 4: Investors review advisor proposals and accept the one they like best.

Step 5: You and the investor connect and you take the relationship out of Lasso and into your book of business!

A Better Way to Find New Clients

Connect with (Qualified) Leads

Find leads who are actively looking for professional help improving their financial plan—and set up filters so you only see leads who meet your requirements.

Create a Proposal in Minutes

After viewing an investor's plan, use the in-app proposal builder to quickly show investors how you can help them reach their goals.

Build on it Together

When an investor accepts your proposal, take the conversation out of the app and into your book of business.

Grow your Firm with New & Existing Prospects

Keep the momentum going by connecting with more new prospects through the app, and share it with your current prospect list to help them reach their goals.