Lasso Advisor Portal

Lasso Advisor Portal

A better way to find clients

2 ratings

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
Rating summary
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0
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Details

  • Released
  • Updated
  • December 12, 2021
  • May 12, 2022

Features

Lasso Advisor Portal screenshot #1 for iPad
Lasso Advisor Portal screenshot #2 for iPad
Lasso Advisor Portal screenshot #3 for iPad
Lasso Advisor Portal screenshot #4 for iPad
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About

This tool helps financial advisors connect with potential clients and have more productive conversations. Quickly showcase your value, gather essential information, and build impactful relationships to help consumers achieve their financial goals.

Improve client conversations
Showcase advisor value
Capture onboarding information
Connect with matched clients
Build financial plans quickly
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What's New in Lasso Advisor Portal

1.0.3

May 12, 2022

* Updated the login process * Bug fixes and performance improvements

Developer apps

FAQ

What is Lasso Advisor Portal?

Lasso Advisor Portal is a free finance app designed for financial advisors. It helps you connect with potential clients, showcase your value, and gather essential information for impactful relationships.

How does Lasso Advisor Portal help find clients?

The app connects you with consumers actively seeking advisors. It facilitates initial conversations and helps you find clients whose financial goals align with your expertise.

Is Lasso Advisor Portal secure for client information?

While the description emphasizes capturing information, specific security protocols for client data are not detailed. As a finance tool, robust security measures are typically expected.

What devices support Lasso Advisor Portal?

Currently, Lasso Advisor Portal is supported on iPads. It is not available for iPhone or Android devices at this time.

How often is Lasso Advisor Portal updated?

The app was last updated on May 12, 2022, with version 1.0.3. This indicates a relatively infrequent update cycle since its release in December 2021.

What is the user sentiment for Lasso Advisor Portal?

Based on the available data, Lasso Advisor Portal has a perfect 5.0-star rating from 2 reviews, suggesting a very positive initial reception from its users.

Does Lasso Advisor Portal have ads?

The provided data does not specify if Lasso Advisor Portal contains advertisements. However, as a free tool, it's possible ads may be present.

What is the age rating for Lasso Advisor Portal?

Lasso Advisor Portal has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.