Libretto, the “total wealth” advice platform for RIAs and family offices, topped the 2026 T3 / Inside Information Software Survey in both Financial Planning Software and Portfolio Design Solutions categories. At the same conference, the firm announced AI‑powered onboarding and advisory features, adding to a series of recent industry recognitions.
Libretto Tops 2026 T3 / Inside Information Survey
Libretto earned the highest user satisfaction rating among firms with more than 1 % market share in two categories. In Financial Planning Software, it received an 8.50 rating, securing a “Mighty Mite” designation. In Portfolio Design Solutions, it posted an 8.72 rating, earning a “Software All Star” designation. The survey results were presented live at the T3 Technology Conference in New Orleans (March 9‑12, 2026) before over 1,000 attendees. The report highlighted Libretto’s “very different take on how to structure a financial plan” and described its planning program as “eye‑catching” for recommending client asset mixes directly from its planning engine.
New AI‑Powered Features Launched at the Conference
During the same event, Libretto introduced an AI‑automated client onboarding tool that extracts family details, goals, income, and account balances from uploaded files and generates draft strategies using the platform’s proprietary knowledge engine. The workflow is designed to let advisors spend less time on data entry and more on advisory work.
The AI assistant, named Mert, follows the onboarding step, offering context‑aware guidance drawn from a knowledge base of more than 150 articles covering best practices, liability‑driven investing, risk management, and total‑wealth planning. Mert can act as a “thinking partner,” helping advisors review, refine, and communicate strategies, while Libretto’s personalized client letters automate the creation of graphic‑rich, white‑label communications.
Recent Awards Complement Survey Success
Libretto’s momentum extends beyond the survey. It was named a finalist in the 2026 Family Wealth Report Awards (Client Communications and Innovative Product or Service categories) and won the 2025 Datos Impact Award for “Best Innovation in Financial Planning.” Founder Jeffery Coyle received the 2026 WealthTech Americas “Lifetime Achievement” award and appeared on the 2025 InvestmentNews Hot List, recognitions linked to the platform’s 2025 feature enhancements and Coyle’s industry contributions.
Key Takeaways
- Libretto achieved the highest satisfaction scores (8.50 and 8.72) among firms with >1 % market share in the 2026 T3 / Inside Information survey’s Financial Planning Software and Portfolio Design Solutions categories.
- At the T3 Conference, Libretto launched an AI‑automated onboarding tool and the Mert AI assistant, aimed at scaling sophisticated advice across full client bases.
- The platform was a finalist in two 2026 Family Wealth Report Award categories and won the 2025 Datos Impact “Best Innovation in Financial Planning” award, while founder Jeffery Coyle earned a 2026 WealthTech Americas Lifetime Achievement award.
FinanceInsyte's Take
Libretto’s dual achievement—top survey ratings and the rollout of AI‑driven workflow tools—signals a focused effort to deepen advisor reliance on its platform for both planning and client communication. While the AI features promise efficiency gains, their real‑world impact will depend on adoption rates and integration with existing advisor processes. Executives should monitor client feedback on the new onboarding flow and watch for any updates to the platform’s compliance and data‑security posture as AI usage expands.
Source: Businesswire
