Lasso brings together consumers and financial advisors. Each side has their own customized experience that lets them interact with the other side.
Consumers interact on a mobile-first app. Advisors interact on a tablet-first app.
Two apps bringing together the perfect match.
The mobile app for consumers that offers a better way to find a financial advisor.
Easily build a plan for your financial goals in a matter of minutes. No need to enter tons of information. Share that plan with a financial advisor who will show you exactly how they could help you make that plan more successful.