Partner Types


Preferred Plus


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.