With Libretto and Addepar, you have the tools to deliver clients comprehensive advice and unify your financial strategy process. The integration enables you to effortlessly conduct financial planning, portfolio construction, and wealth management all in one place.

Comprehensive financial structure
  • Present a holistic view of household financial structure with aggregated, reconciled data from Addepar.
Financial planning
  • Connect life objectives to purpose-driven portfolios and wealth management solutions.
Portfolio construction
  • Build personalized liability-driven portfolios and implement factor-based investing.
Wealth management
  • Systematically apply estate, tax, insurance and non-financial solutions to client objectives and illuminate your value-add.