Libretto

Spec sheet

Product

Libretto is a total wealth financial planning platform for RIAs, financial advisors, and family offices.Read 11 Oct 2026 · libretto.io

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.Read 11 Oct 2026 · libretto.io

Security

Libretto describes safeguards including cybersecurity risk assessments, multifactor authentication, least-privilege access, encryption, system monitoring, and incident response and recovery.Read 11 Oct 2026 · libretto.io

Privacy

Libretto says it does not sell user information and restricts access to employees and agents who help provide its services.Read 11 Oct 2026 · libretto.io

Support

The Advisor Success Program includes a dedicated onboarding specialist, proactive support, and the Mert AI assistant.Read 11 Oct 2026 · libretto.io

Headquarters

Los Angeles, California, United StatesRead 28 Sep 2026 · libretto.io

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.Read 11 Oct 2026 · libretto.io

AI onboarding

Advisors can upload client documents for AI-assisted data entry and strategy creation, including when migrating from eMoney, MoneyGuidePro, or RightCapital.Read 11 Oct 2026 · libretto.io

Client materials

Libretto can generate white-label reports and AI-enhanced client letters for follow-ups, quarterly reports, and annual reviews.Read 11 Oct 2026 · libretto.io

Learning resources

The platform includes a self-guided learning center, webinars, expertise videos, and downloadable white-label slides.Read 11 Oct 2026 · libretto.io

Lifecycle planning

Interactive planning tools connect clients’ life goals and questions to personalized asset allocation recommendations.Read 11 Oct 2026 · libretto.io

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.Read 11 Oct 2026 · libretto.io

Risk management

Advisors can identify client-specific risks and address them with hedges, reserves, insurance, and other strategies.Read 11 Oct 2026 · libretto.io

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.Read 11 Oct 2026 · libretto.io

Plans and prices

Every Libretto plan and price →

Where Specifiction places it

• Financial Planning Software#28 of 347.0