Libretto

About

Libretto We help advisors make every client feel like they’re worth $100 million Schedule Demo 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. 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 c

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