Libretto is an advisor-driven wealth management advice platform leveraging modern investment methodologies to provide sophisticated wealth management to clients ranging from the least to most complex.

Software platform
Built on the tenets of priorities-based planning, liability-driven investing and factor-level portfolio construction, our differentiated platform enables you to design robust financial solutions, enable lifelong prosperity and establish lasting client relationships.

Change management
Empower sales and service professionals with professional training, support client delivery with white-label materials and augment CIO functions with in-depth research.

Business process
Amplify your bottom line and client success with technology-enabled business processes that allow for quality-controlled delivery of differentiated wealth advice at scale.