Libretto Launches AI-Automated Client Onboarding and AI Assistant to Streamline Financial Planning and Asset Allocation

Libretto, the "total wealth" advice platform for financial advisors and family offices, today announced new AI features designed to streamline planning, asset allocation, and risk management. Chief ...
Morningstar

Libretto Selected by Indivisible Partners to Deliver Total Wealth Planning on Indivisible Wealth Platform

Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth planning and investment software, today announced that it has been selected by Indivisible ...
Business Wire

Libretto Launches One-Click Personalized Client Letters for Financial Advisors

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...
Financial Planning

Tech that looks at financial planning through a liability lens

Jeff Coyle is the CEO of fintech platform Libretto. Financial planning software is a crowded field dominated by familiar names like eMoney, MoneyGuidePro and RightCapital. But earlier this year, a ...