We help advisors make every client feel like they’re worth $100 million
Meet the next generation of financial planning. Built for complex wealth, now scaled for every RIA.
Libretto was originally built to streamline advice for ultra-affluent clients. We’ve scaled that process for everyone — we want to make it easy for you to deliver sophisticated advice to your largest and smallest clients.
Sophisticated Planning for RIAs and MFOs
Whether you’re a solo advisor or part of a fast-growing firm, Libretto is designed to help you streamline best-in-class advice.
Lifecycle Plan
Answer your clients' most important questions.
Total Wealth Portfolio
Scale bespoke asset allocation recommendations.
Risk Management
Proactively address your clients' unique challenges.
Scalable and Powerful
Our technology makes sophisticated advice simple, helping you make an immediate impact on your clients and business.
AI-Automated Client Onboarding
Migrating from eMoney, MoneyGuidePro or RightCapital? Receive a messy data dump from a prospect? No problem. Upload client documents and let Libretto’s AI do the data entry for you.
Get started right away building plans for clients and proposals for prospects.
Get started right away building plans for clients and proposals for prospects.
Lifecycle Planning
“Do I have enough? Am I protected? Is everything covered?” From helping an athlete manage career risk to preparing a couple for retirement, Libretto helps you answer your clients’ most important questions.
Engage your clients with interactive planning tools that connect directly to personalized asset allocation recommendations.
Engage your clients with interactive planning tools that connect directly to personalized asset allocation recommendations.
Total Wealth Portfolios
Think of clients’ liquid investments as “completion portfolios,” which exist in the context of their homes, mortgages, alternatives, private assets, social security, human capital and other resources.
Give each client a bespoke asset allocation tailored to their unique risks, resources and desired outcomes.
Give each client a bespoke asset allocation tailored to their unique risks, resources and desired outcomes.
Risk Management
Risk questionnaires and Monte Carlos are nice theoretical exercises, but they’re not enough to manage real-world risks.
Capture a comprehensive picture of each client’s financial structure to identify unique risks and address them with hedges, reserves, insurance and other strategies.
Capture a comprehensive picture of each client’s financial structure to identify unique risks and address them with hedges, reserves, insurance and other strategies.
Personalized Client Deliverables
With the click of a button, generate white-label reports and bespoke, AI-enhanced client letters to help clients understand and visualize their financial situations.
Use these materials to embed personalized narratives into your post-meeting follow-ups, quarterly reports and annual reviews.
Use these materials to embed personalized narratives into your post-meeting follow-ups, quarterly reports and annual reviews.
Professional Development and White-label Materials
Access our self-guided learning center and webinar series on advanced topics ranging from family mission and legacy planning to risk management.
Explore hours of expertise videos and download accompanying white-label slides to immediately translate your learning into client-facing value-add.
Explore hours of expertise videos and download accompanying white-label slides to immediately translate your learning into client-facing value-add.
See how you can bring your advice delivery to the next level:
Go beyond Monte Carlos and risk questionnaires.
Libretto scales liability-driven investing, enhanced for private clients. We want to help you deliver more personalized advice and establish a competitive edge.
We work with advisors who want to differentiate themselves
Small RIAs seeking to deliver better advice to their clients
- Streamline robust solutions for your clients with our scalable technology.
- Deepen your expertise with training sessions on advanced topics such as liability-driven investing, factor-based portfolio construction and legacy planning.
Growth-oriented advisors working to systematize a best-in-class client delivery
- Accelerate organic growth with a differentiated value proposition.
- Standardize best-in-class advice for your clients.
- Position yourself to earn more referrals.
- Open opportunities to deliver upmarket.
Breakaway advisors building a scalable business to deliver differentiated advice
- Jumpstart your delivery and differentiation with our extensive white-label materials and personalized client deliverables, designed to help you close business faster.
- Build a best-in-class tech stack.
- Join a community of like-minded advisors.
Large firms looking to develop and streamline an ultra-affluent client delivery
- Lean on our experience working with successful multi-family offices.
- Enrich your services with white-label materials covering family mission and legacy planning, multigenerational investing and other topics.
Family offices looking to proactively plan for the evolving needs of enterprise families
- Apply tools designed to address the full family wealth structure.
- Design wealth allocation strategies and investment solutions connecting each household back to the family enterprise.
See how you can bring your advice delivery to the next level:
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