Libretto’s integration with Addepar makes the creation of comprehensive financial strategies an efficient and empowering process.

Libretto helps family offices and financial advisors build deeper financial plans with a solution that delivers liabilities-based portfolio recommendations. By building solutions using the character of a client’s financial structure, Libretto is able to mitigate risks and offer protective solutions that support a client’s key life objectives. With a foundation of Addepar-provided data, Libretto builds tailored client portfolios and enables the delivery of comprehensive wealth management advice.