Yes, advisors and investors never pay a dime to use Lasso - no hidden fees, no kickback when you sign a new client. Totally and completely free!
So what's the catch? How do you make money?
No catch! We partner with asset managers to feature their funds in Lasso, which advisors can then choose to include in proposals.
Who can use Lasso?
Anyone can use Lasso! BUT, to sign up for the advisor portal, you must be a registered financial advisor. That means you must have a verifiable CRD number from FINRA or the SEC and be able to provide a verifiable work email address.
Don't meet these criteria? You can still download the Lasso app to be matched with our network of verified financial advisors.
I use (insert fund name) at my firm. Can I use that on Lasso?
Maybe! We are always in talks with new asset managers to bring their funds onto Lasso. Reach out to firstname.lastname@example.org and we'll see what we can do to help.