Diving deeper with LibrettoLibretto is collaborating with Dimensional Fund Advisors to bring Ultra High Net Worth Workshops to five cities in fall 2026. Jeff Coyle shares what he's most looking forward to.
Libretto earned strong ratings in the 2026 T3 / Inside Information Software Survey and received additional recognition across several industry awards.
In his takeaways from the T3 2026 conference, Bob Veres highlights Libretto’s distinct approach to financial planning and new AI capabilities designed to streamline advisor workflows.
Libretto announces new AI features, including AI-automated client onboarding and an AI assistant, to help financial advisors scale sophisticated advice from their largest to smallest clients.
Libretto has been selected by Indivisible Partners to deliver total wealth planning capabilities through the Indivisible Wealth Platform. The partnership brings Libretto’s planning, portfolio, and risk management tools to a fast-growing RIA platform built for elite advisory teams.
How can advisors better tell the story of a client’s full financial picture? Libretto user Drew Lunt of Scratch Capital discusses how technology helps his firm manage complex assets and deliver a more compelling experience for high-net-worth clients.
Can a firm’s technology help it win larger, more sophisticated clients? Libretto user Grant Blindbury of FMB Wealth discusses how tech has helped his firm differentiate its client experience and support growth.
Libretto launched a new client letter feature that enables advisors to generate personalized, graphic-rich, white-label client letters with the click of a button.
