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On the recordRead 11 Oct 202614 facts
Libretto
Los Angeles, California, United States
Plans and prices
Libretto
Priced on request
Advisor-facing platform; schedule a demo for pricing
Read 11 Oct 2026 · libretto.io
On the record
- Access
- The legal notice describes access to the site using a generally available web browser; the site provides no stated native desktop or mobile app platform details.libretto.io · read 11 Oct 2026
- AI onboarding
- Advisors can upload client documents for AI-assisted data entry and strategy creation, including when migrating from eMoney, MoneyGuidePro, or RightCapital.libretto.io · read 11 Oct 2026
- Client materials
- Libretto can generate white-label reports and AI-enhanced client letters for follow-ups, quarterly reports, and annual reviews.libretto.io · read 11 Oct 2026
- Integrations
- Libretto says it syncs market data, balance sheet assets, liabilities, and other client information, but does not name specific integration partners on this page.libretto.io · read 11 Oct 2026
- Learning resources
- The platform includes a self-guided learning center, webinars, expertise videos, and downloadable white-label slides.libretto.io · read 11 Oct 2026
- Lifecycle planning
- Interactive planning tools connect clients’ life goals and questions to personalized asset allocation recommendations.libretto.io · read 11 Oct 2026
- Privacy
- Libretto says it does not sell user information and restricts access to employees and agents who help provide its services.libretto.io · read 11 Oct 2026
- Product
- Libretto is a total wealth financial planning platform for RIAs, financial advisors, and family offices.libretto.io · read 11 Oct 2026
- Regulatory status
- Libretto LLC says it is registered with the SEC as an investment adviser and provides advisory services to registered investment advisers and other professional advisors, not individual clients.libretto.io · read 11 Oct 2026
- Risk management
- Advisors can identify client-specific risks and address them with hedges, reserves, insurance, and other strategies.libretto.io · read 11 Oct 2026
- Security
- Libretto describes safeguards including cybersecurity risk assessments, multifactor authentication, least-privilege access, encryption, system monitoring, and incident response and recovery.libretto.io · read 11 Oct 2026
- Support
- The Advisor Success Program includes a dedicated onboarding specialist, proactive support, and the Mert AI assistant.libretto.io · read 11 Oct 2026
- Total wealth portfolios
- The platform builds bespoke asset allocations around a client’s broader resources, including real estate, liabilities, private assets, Social Security, and human capital.libretto.io · read 11 Oct 2026
