Libretto
HQ Address
6060 Center Drive, 10th Floor, Los Angeles, CA 90045 United States
Website Address
Business introduction
Libretto delivers a powerful advice platform built to manage wealth ranging from the least to most complex
Create robust financial solutions for your clients while giving your firm a differentiated competitive advantage
Libretto is your control panel for personalized advice at scale. Originally designed to streamline advice delivery to ultra-high-net-worth clients, Libretto combines personalized planning and portfolio advice with a virtual family office wealth delivery. Our technology scales this process and enables advisors to deliver differentiated advice to clients ranging from the least to most complex.
Libretto Solutions
Libretto
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......
