Lasso Advisor Portal 1.0.3
Continue to app
Free Version
Publisher Description
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.
May 12, 2022
Version 1.0.3
* Updated the login process
* Bug fixes and performance improvements
About Lasso Advisor Portal
Lasso Advisor Portal is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Lasso Advisor Portal is Goal Based Investors. The latest version released by its developer is 1.0.3.
To install Lasso Advisor Portal on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2022-05-12 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Lasso Advisor Portal as malware if the download link is broken.
How to install Lasso Advisor Portal on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Lasso Advisor Portal is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Lasso Advisor Portal is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
