Advisors receive plans built by investors who are looking to get help. Plans include the main information advisors need to onboard a client.
Advisors enhance the plans they receive with financial optimization tech that lets them build portfolios & create "Advisor Points"
Advisors send back their proposals & investors can "spend" the gained points to get closer to their goal, with actions like reducing time horizon or savings.
Advisors and investors can contact one another to set up a time to meet and implement the plan together.
Gather a better understanding of what investors want to accomplish in a shorter amount of time. Lasso plans are translated into points that give you and investors a common language for planning.
Seamlessly capture information about potential clients while showcasing how you can help them and why they should work with you.
Lasso's community of investors are all interested in working with advisors to build better plans. Connect with potential clients whose goals you know are aligned with yours.