Wealth reports, impossible to ignore.
Libertify turns every IPS, quarterly, and KID into a guided experience your clients actually finish. You see what they understood.
Every wealth document has a purpose. Every one has a problem.
Each does a different job. Each fails in its own way.
The proposal
Pitch books · Recommendation memos · Mandate proposals
Win or expand the mandate.
You hit send and go blind. No idea what landed.
The quarterly
Portfolio reviews · Performance reports · Attribution
Keep clients informed between meetings.
Most clients skim. The next meeting starts cold.
The disclosure
KIDs · Suitability · Risk acknowledgments
Prove the client understood the risk.
Signed isn't understood. The audit trail is empty.
Three steps to turn reports into client signals
Upload your report.
Libertify makes it interactive.
Add any IPS, quarterly review, KID, pitch book, or market commentary. Libertify turns it into a guided experience your client engages with.
- Works with PDFs, decks, and Word documents
- Designed for IPS, quarterlies, KIDs, and pitch books
- Live in five minutes
Every wealth document, transformed
Pick a category. See how Libertify turns each one into a client experience.
Onboarding
Turn dense KYC and suitability packs into experiences clients actually engage with from day one.
Quarterly Reports
Turn the report no one reads into one your client understands before the next meeting.
Proposals
See exactly where attention went and where confusion landed inside every pitch.
Market Commentary
Turn CIO views and thematic notes into a two-way signal instead of a one-way broadcast.
Compliance & Risk
Move from "the client signed it" to "the client demonstrably engaged with it."
Estate Planning
Help families engage before the meeting, not during. Reach next-gen and surviving spouses.
Make every wealth report impossible to ignore.
Live in five minutes on the IPS, quarterly, or proposal you already send. No rebuild. No new tool for your client.
