Libretto, the “total wealth” advice platform for RIAs and family offices, recently achieved high client satisfaction ratings in the 2026 T3 / Inside Information Software Survey – a widely referenced study in the wealthtech industry. Libretto earned the highest user satisfaction rating among firms with more than 1% market share in the Financial Planning Software and Portfolio Design Solutions categories.

The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the 2026 T3 Technology Conference, which took place March 9-12 in New Orleans and saw over 1,000 total attendees. The survey is one of the most widely referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based on advisor input.

“We’re excited to again achieve strong customer ratings in this insightful industry report,” said Jeffery Coyle, Founder and CEO of Libretto. “It’s rewarding to hear that advisors value our platform, and we’re looking forward to continuing to innovate the product in partnership with our users.”

In the Financial Planning Software category, Libretto earned an 8.50 rating – the highest in the category for firms with more than 1% market share – which earned Libretto a ‘Mighty Mite’ designation. The report noted that Libretto “offers a very different take on how to structure a financial plan.”

In the Portfolio Design Solutions category, Libretto earned an 8.72 rating – the highest in the category for firms with more than 1% market share – which earned Libretto a ‘Software All Star’ designation, recognizing firms that achieved strong ratings and finished among the top of their category in market penetration. The report called Libretto’s rating “eye-catching,” noting that “the Libretto planning program recommends client asset mixes directly from its planning engine.”

To see the full T3 / Inside Information Software Survey results, with insights and analysis from Bob Veres and Joel Bruckenstein, please click here. Survey results reflect respondent opinions, may not be representative of all users, and are not indicative of future results. Libretto from time to time sponsors T3 and Inside Information events.

NEW AI-POWERED FEATURES ANNOUNCED AT T3 CONFERENCE

In addition to the survey results unveiled at the T3 Conference, Libretto announced new AI-powered features at the conference designed to streamline planning, asset allocation, and risk management. Chief among these features is Libretto’s AI-automated client onboarding tool, which populates new client strategies from scratch using uploaded client data files. The AI-automated client onboarding tool is designed to help advisors scale sophisticated advice across their full client base. 

Beneath the hood, Libretto uses AI to extract family details, goals, income, account balances, and other planning data from uploaded files. Libretto’s proprietary knowledge engine then applies embedded best practices to transform that data into a draft client strategy. The automated client onboarding workflow allows advisors to spend less time typing and more time focusing on what matters most: their advice.

Following the AI-automated data entry workflow, Mert – Libretto’s AI assistant – helps advisors review, refine, and communicate each client’s strategy. From within any client’s strategy, advisors can use Mert as a thinking partner to help answer important questions. In addition to client data, Mert has access to Libretto’s extensive knowledge base, which contains 150+ articles on topics ranging from system best practices to guidance on liability-driven investing, risk management, and total wealth planning. These resources enable Mert to provide context-aware guidance tailored to each client’s unique situation.

Together, the AI-automated data entry tool, Mert, and Libretto’s knowledge engine create an integrated workflow for building sophisticated client strategies. The data entry tool accelerates onboarding, Mert provides guardrails and analytical support, and Libretto’s personalized client letters help advisors clearly communicate recommendations to clients and prospects.

To learn more about Libretto’s new AI features, please visit the Libretto website.