A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_URI::$config is deprecated

Filename: core/URI.php

Line Number: 101

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Router::$uri is deprecated

Filename: core/Router.php

Line Number: 127

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$benchmark is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$hooks is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$config is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$log is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$utf8 is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$uri is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$exceptions is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$router is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$output is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$security is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$input is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$lang is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$load is deprecated

Filename: core/Controller.php

Line Number: 78

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$db is deprecated

Filename: core/Loader.php

Line Number: 396

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_DB_mysqli_driver::$failover is deprecated

Filename: database/DB_driver.php

Line Number: 371

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$table is deprecated

Filename: core/Loader.php

Line Number: 1283

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$form_validation is deprecated

Filename: core/Loader.php

Line Number: 1283

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::open($save_path, $name) should either be compatible with SessionHandlerInterface::open(string $path, string $name): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 132

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::close() should either be compatible with SessionHandlerInterface::close(): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 292

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::read($session_id) should either be compatible with SessionHandlerInterface::read(string $id): string|false, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 166

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::write($session_id, $session_data) should either be compatible with SessionHandlerInterface::write(string $id, string $data): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 235

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::destroy($session_id) should either be compatible with SessionHandlerInterface::destroy(string $id): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 315

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::gc($maxlifetime) should either be compatible with SessionHandlerInterface::gc(int $max_lifetime): int|false, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 356

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 282

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: session_set_cookie_params(): Session cookie parameters cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 289

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 304

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 314

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 315

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 316

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 317

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 375

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: session_set_save_handler(): Session save handler cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 110

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: session_start(): Session cannot be started after headers have already been sent

Filename: Session/Session.php

Line Number: 143

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$session is deprecated

Filename: core/Loader.php

Line Number: 1283

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$agent is deprecated

Filename: core/Loader.php

Line Number: 1283

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$news_model is deprecated

Filename: core/Loader.php

Line Number: 358

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 25
Function: model

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$home_model is deprecated

Filename: core/Loader.php

Line Number: 358

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 25
Function: model

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Facebook\FacebookApp implements the Serializable interface, which is deprecated. Implement __serialize() and __unserialize() instead (or in addition, if support for old PHP versions is necessary)

Filename: Facebook/FacebookApp.php

Line Number: 29

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/FacebookApp.php
Line: 29
Function: _error_handler

File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/autoload.php
Line: 79
Function: require

File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/Facebook.php
Line: 145
Function: {closure}

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 31
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$facebook is deprecated

Filename: controllers/News.php

Line Number: 31

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 31
Function: _error_handler

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$benchmark is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$hooks is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$config is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$log is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$utf8 is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$uri is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$exceptions is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$router is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$output is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$security is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$input is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$lang is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$load is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

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Libretto Launches AI-Automated Client Onboarding and AI Assistant to Streamline Financial Planning and Asset Allocation
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Libretto Launches AI-Automated Client Onboarding and AI Assistant to Streamline Financial Planning and Asset Allocation



byBusiness wire
March 03,2026
(0) (315) (0)

New AI features help financial advisors scale sophisticated advice from their largest to smallest clients

Libretto Launches AI-Automated Client Onboarding and AI Assistant to Streamline Financial Planning and Asset Allocation

Media Contact:
Jonny Swift
Impact Communications, Inc.
913-649-5009
JonnySwift@ImpactCommunications.org

Libretto, the “total wealth” advice platform for financial advisors and family offices, today announced new AI features designed to streamline planning, asset allocation, and risk management. Chief among these features is Libretto’s AI-automated data entry tool, which populates new client strategies from scratch using uploaded client data files.

“It’s a simple concept – advisors upload client data files, and Libretto automates the data entry using AI,” said Trevor Coyle, Product Manager at Libretto. “We originally designed this tool to help advisors migrate data from eMoney, MoneyGuidePro, and RightCapital, but it works for a wide variety of file types, including custom prospect surveys and client onboarding forms.”

The AI-automated data entry tool is designed to help advisors scale sophisticated advice across their full client base. When creating a new client strategy, advisors can upload multiple client data files – including an eMoney report, custom survey, and other sources of client data – and Libretto will populate the strategy automatically.

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. While no AI-powered system can achieve 100% accuracy in every situation, Libretto combines AI’s data extraction capabilities with rule-based algorithms to improve consistency and reduce errors.

This automated client onboarding workflow allows advisors to spend less time typing and more time focusing on what matters most: their advice. After uploading client files, advisors receive a draft strategy with Libretto’s best practices already applied for modeling the client’s unique situation. From there, advisors can review the strategy and focus on the key levers that drive planning outcomes, such as evaluating financial sufficiency, determining risk protection, and formulating asset allocation recommendations.

With the AI-automated data entry tool, advisors can implement client strategies more efficiently:

  • Streamline data migration from eMoney, MoneyGuidePro, RightCapital, and other financial planning tools.
  • Accelerate client onboarding by uploading custom client intake forms and other data.
  • Enhance the sales process with rapid strategy and proposal creation from available data.

The tool is particularly powerful in the prospecting process, allowing advisors to quickly build proposed strategies from unstructured data provided by their prospects. The feature pairs with Libretto’s personalized client letters, which enable advisors to generate graphic-rich, white-label letters with the click of a button. Together, these tools empower advisors to go from data dump to written proposal in minutes instead of hours.

INTRODUCING MERT, LIBRETTO’S AI ASSISTANT

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, such as:

  • What are this client’s key issues?
  • Is this client prepared to retire?
  • How does Social Security inform this client’s recommended bond portfolio?
  • How do I model a whole life insurance policy?
  • Markets are down, help me craft an email addressing my client’s concerns.

In addition to client data, Mert has access to Libretto’s extensive knowledge base. Libretto’s knowledge base contains 150+ articles on topics ranging from system best practices to guidance on liability-driven investing, risk management, and total wealth planning. Together, these resources enable Mert to provide context-aware guidance tailored to each client’s unique situation.

Mert is also connected to Libretto’s knowledge engine tools, including:

  • A data entry checklist with links to short how-to videos.
  • A health check scanner that identifies key client issues and flags common pitfalls.
  • A personalized client letter generator that creates graphic-rich, white-label letters.

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.

“At Libretto, we want to help advisors make all their clients feel like they’re worth $100 million,” added Coyle. “To scale sophisticated advice across your full client base, you need powerful tools to address your largest client, and you need an efficient process to bring that same rigor to your smallest – and that’s one area where I see AI being particularly effective.”

To learn more about Libretto, the new AI features, and other features of the platform, please visit the Libretto website.

ABOUT LIBRETTO

Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million. Originally built to manage ultra-affluent clients, Libretto brings advanced liability-driven planning, asset allocation, and risk management tools to advisors serving clients at every wealth level. Libretto scales “total wealth advice” across an advisor’s full client base, making it easy for advisors to deliver sophisticated advice to both their largest and smallest clients. Learn more at Libretto.io.

Libretto is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Libretto provides advisory services to registered investment advisors and other professional advisors and does not advise individual clients. Individuals should consult their personal financial advisor or a licensed securities professional before investing. Information about Libretto, including the services provided, the types of clients Libretto accepts, and fees charged, is available on Libretto’s Form ADV Part 2A, which can be obtained by going to www.adviserinfo.sec.gov.

“To scale sophisticated advice across your full client base, you need powerful tools to address your largest client, and an efficient process to bring that same rigor to your smallest – that’s one area where I see AI being particularly effective.”

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