Libretto Information

Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million. Libretto’s software unifies planning, total wealth portfolios, and risk management for RIAs and family offices, delivering a differentiated platform and methodology that helps clients succeed and firms excel. Originally built to manage ultra-affluent clients, Libretto’s liability-driven planning, asset allocation, and risk management tools offer an alternative to the risk tolerance and Monte Carlo ecosystem. Libretto scales “total wealth advice” for everyone, with the mission of making it easy for advisors to deliver sophisticated advice to their largest and smallest clients alike. To learn more, visit https://libretto.io. Libretto is an internet investment advisor registered with the Securities and Exchange Commission. Libretto works with registered investment advisors and other professional advisors and does not advise individual clients. Please see important disclosures here: https://www.libretto.io/disclosure.