Reports and proposals, impossible to ignore.

Libertify is an AI platform that turns your static reports and proposals, IPS documents, quarterly reviews, loan and account proposals, onboarding packs, PDFs, slide decks, into guided, interactive experiences with built-in AI Q&A and engagement analytics. Instead of sending a document and hoping it was read, you know exactly what your client saw and understood.

Yes, no credit card required. The free plan includes your first interactive document experience. Paid plans unlock unlimited reports and proposals, advanced engagement analytics, team collaboration, and enterprise support.

Under five minutes. Upload the IPS, quarterly report, or proposal you already send and Libertify handles formatting, structure, and AI setup automatically. No rebuild and no new tool for your client to learn.

Yes. You get real-time analytics showing who opened it, how far they got, how long they spent, and what they asked the AI assistant. That gives you a clear signal of engagement and understanding, not just a read receipt or a signature on a form.

Yes. The built-in AI assistant answers questions based exclusively on that document's content, allocation choices, fees, terms, timelines, giving clients an answer in the moment instead of a follow-up email to their advisor or relationship manager.

Any file, PDF, PowerPoint, Word, and more. No conversion needed. Upload your existing reports and proposals as they are, and go.

Libertify generates a shareable link for each experience, which you can send directly or embed into the CRM or client portal you already use, so engagement data flows into the systems your team already works from.

Yes. Libertify is ISO 27001 certified, built to the data-handling standards banks and wealth management firms require before putting any tool in front of a client.