The client letter is designed to help advisors deliver personalized advice at scale. From within any client’s strategy, advisors can open the client letter builder, select a template, and create ...

An engagement letter is a written document. It is used to define the business relationship to be entered into by a client and a company. Learn more about how it works.

Direct advice usually, albeit unintentionally, sets up a lose-lose situation for most therapists and their clients: client disempowerment, dependence, and/or anger, and therapist liability, along ...

LOS ANGELES, February 25, 2025--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced ...