# Lasso Advisor Portal — A better way to find clients

> Financial advisor tool for client acquisition and relationship building. (iPhone/iPad app by Goal Based Investors, Incorporated.)

- Source: https://appshunter.io/ios/app/lasso-advisor-portal/id1551816521 (this page in markdown: same URL + `.md`)
- Developer: [Goal Based Investors, Incorporated](https://appshunter.io/developer/1457880273)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.0 · 31 MB
- Languages: American English
- Released: 2021-12-12
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/lasso-advisor-portal/id1551816521/reviews.md

## What is Lasso Advisor Portal?

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.

## Key features

- Improve client conversations
- Showcase advisor value
- Capture onboarding information
- Connect with matched clients
- Build financial plans quickly


## Frequently asked questions about Lasso Advisor Portal

### 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.

## Version history (last 3 releases)

### 1.0.3 — 2022-05-12

* Updated the login process
* Bug fixes and performance improvements

### 1.0.2 — 2022-02-03

Bug fixes and performance improvements

### 1.0.1 — 2021-12-13

No release notes.

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## More apps by Goal Based Investors, Incorporated

- [Lasso: Finance Made Simple](https://appshunter.io/ios/app/lasso-finance-made-simple/id1548310179)

All apps by Goal Based Investors, Incorporated: https://appshunter.io/developer/1457880273

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*