Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth planning and investment software, announced that it has been selected by Indivisible Partners, a privately held independent advisory firm dedicated to advancing the success of elite advisors.  

Through this partnership, Libretto’s total wealth planning capabilities will be fully integrated into the Indivisible Wealth Platform, enhancing Indivisible’s ability to equip advisors with sophisticated, scalable advice tools that sustain meaningful client relationships.

Indivisible Partners, a fast-growing RIA platform intentionally designed for scale and advisor empowerment, launched earlier this year and was founded by a team of industry veterans including John Thiel. Indivisible selected Libretto to power the financial planning experience within its wealth platform, giving advisors access to integrated tools for delivering highly tailored, sophisticated advice to clients of every complexity.

“We’re excited to partner with Indivisible and to be one of the core technologies in their wealth platform,” said Jeff Coyle, Founder of Libretto. “This partnership expands Libretto’s mission to scale sophisticated advice for everyone, bringing our solutions to more advisors and their clients.”

Originally founded to streamline advice delivery to ultra-high-net-worth (UHNW) clients, Libretto’s focus over the past few years has been bringing UHNW methods to RIAs of all sizes, serving all types of clients. Libretto’s ‘total wealth’ approach to planning and investing connects planning to portfolios and risk management, considering liquid investments as a “completion portfolio” while incorporating private assets and future resources across the client lifecycle. This approach empowers advisors to expand their deliveries upmarket while also elevating the quality of advice delivered to their largest and smallest clients alike.

“We set out to build a platform where advisors could deliver the highest level of advice without compromise,” said John Thiel, executive chairman at Indivisible Partners. “An innovative firm like Libretto was a foundational choice for our wealth platform. Their total wealth planning solution makes it easier for our advisors to bring thoughtful, personalized strategies to life – efficiently and at scale.”

Indivisible Partners provides advisors with an innovative, highly customizable technology framework that can be tailored to each client’s unique needs. Purpose-built for collaboration, the Indivisible Wealth Platform seamlessly integrates comprehensive planning and portfolio capabilities, redefining what’s possible for elite advisors serving UHNW and HNW clients. 

Through its integration with Libretto, the platform further streamlines personalized advice delivery by connecting client data to sophisticated advice tools, making it easier to put every piece of a client’s financial picture to work in their strategy.

To learn more about Libretto, please click here. To learn more about Indivisible Partners, please click here.