A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_URI::$config is deprecated
Filename: core/URI.php
Line Number: 101
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Router::$uri is deprecated
Filename: core/Router.php
Line Number: 127
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$benchmark is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$hooks is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$config is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$log is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$utf8 is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$uri is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$exceptions is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$router is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$output is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$security is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$input is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$lang is deprecated
Filename: core/Controller.php
Line Number: 75
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$load is deprecated
Filename: core/Controller.php
Line Number: 78
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$db is deprecated
Filename: core/Loader.php
Line Number: 396
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_DB_mysqli_driver::$failover is deprecated
Filename: database/DB_driver.php
Line Number: 371
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$table is deprecated
Filename: core/Loader.php
Line Number: 1283
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$form_validation is deprecated
Filename: core/Loader.php
Line Number: 1283
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Return type of CI_Session_files_driver::open($save_path, $name) should either be compatible with SessionHandlerInterface::open(string $path, string $name): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice
Filename: drivers/Session_files_driver.php
Line Number: 132
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Return type of CI_Session_files_driver::close() should either be compatible with SessionHandlerInterface::close(): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice
Filename: drivers/Session_files_driver.php
Line Number: 292
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Return type of CI_Session_files_driver::read($session_id) should either be compatible with SessionHandlerInterface::read(string $id): string|false, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice
Filename: drivers/Session_files_driver.php
Line Number: 166
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Return type of CI_Session_files_driver::write($session_id, $session_data) should either be compatible with SessionHandlerInterface::write(string $id, string $data): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice
Filename: drivers/Session_files_driver.php
Line Number: 235
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Return type of CI_Session_files_driver::destroy($session_id) should either be compatible with SessionHandlerInterface::destroy(string $id): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice
Filename: drivers/Session_files_driver.php
Line Number: 315
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Return type of CI_Session_files_driver::gc($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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
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
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$agent is deprecated
Filename: core/Loader.php
Line Number: 1283
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$news_model is deprecated
Filename: core/Loader.php
Line Number: 358
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$home_model is deprecated
Filename: core/Loader.php
Line Number: 358
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Facebook\FacebookApp implements the Serializable interface, which is deprecated. Implement __serialize() and __unserialize() instead (or in addition, if support for old PHP versions is necessary)
Filename: Facebook/FacebookApp.php
Line Number: 29
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/FacebookApp.php
File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/autoload.php
File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/Facebook.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property News::$facebook is deprecated
Filename: controllers/News.php
Line Number: 31
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$benchmark is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$hooks is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$config is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$log is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$utf8 is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$uri is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$exceptions is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$router is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$output is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$security is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$input is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$lang is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$load is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$db is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$table is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$form_validation is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$session is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$agent is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$news_model is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$home_model is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
A PHP Error was encountered
Severity: 8192
Message: Creation of dynamic property CI_Loader::$facebook is deprecated
Filename: core/Loader.php
Line Number: 931
Backtrace:
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
File: /home/judfadzm/public_html/healthtechseries.com/index.php
Libretto Launches One-Click Personalized Client Letters for Financial Advisors
New feature helps advisors scale a more personalized client experience, delivered more efficiently
Libretto Launches One-Click Personalized Client Letters for Financial Advisors
Media Contact:
JonnySwift@ImpactCommunications.org
Libretto , the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a new feature enabling advisors to generate personalized, graphic-rich, white-label client letters with the click of a button.
“Libretto scales sophisticated planning, asset allocation, and risk management advice – our users connect the dots for their clients across these areas,” said Trevor Coyle , Product Manager at Libretto. “With these client letters, we’re helping advisors create a narrative-driven client deliverable that not only illuminates the comprehensive client solution but also enables deep dives into specific areas, tailored to what the advisor and client want to focus on.”
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 a custom table of contents with topics addressing the client’s specific needs. From there, Libretto takes care of writing the narrative and inserting client-friendly charts and graphics so that the client receives a bespoke whitepaper addressing their unique situation. Beneath the hood, the letters combine the consistency and accuracy of Libretto’s proprietary knowledge engine with additional personalization enabled by generative AI. The resulting letters help clients understand and visualize their financial situations, and advisors can use these materials to embed personalized narratives into post-meeting follow-ups, quarterly reports, and annual reviews.
The client letter is launching with 20+ topics and 10+ templates addressing important client questions such as:
Do you have enough to cover your life objectives?
Are you prepared for a market crash or recession?
How does your career impact your strategy?
Is your portfolio on target?
“We designed the client letter to be highly customizable, so we’re excited to see how our users leverage the letters,” said Coyle. “One standout use case that emerged during our beta testing was to use the letter as a proposal deliverable. In combination with our other prospect tools, you can go from a blank plan to a full-blown strategy deliverable over the course of an initial info-gathering meeting.”
With the client letter, advisors can seamlessly integrate personalized narratives into their client-facing materials:
Prospect proposals that identify areas for strategy improvements and connect advisors’ value propositions to specific aspects of the prospect’s financial situation.
Annual deliverables with client-friendly graphics and detailed strategy narratives that reinforce advisor value-add.
Post-meeting briefs that keep clients engaged with concise strategy recaps.
Onboarding deliverables that introduce new clients to their comprehensive financial strategy process.
Topical pieces connecting concepts such as liquidity, inflation protection, and risk management to each client’s unique situation.
To learn more about Libretto, the new client letter, 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. Libretto’s software unifies planning, total wealth portfolios, and risk management for RIAs and family offices, delivering a differentiated platform and methodology that helps clients succeed and firms excel. Originally built to manage ultra-affluent clients, Libretto’s liability-driven planning, asset allocation, and risk management tools offer an alternative to the risk tolerance and Monte Carlo ecosystem. Libretto scales “total wealth advice” for everyone, with the mission of making it easy for advisors to deliver sophisticated advice to their largest and smallest clients alike. 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 .
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“With these client letters, we’re helping advisors create a narrative-driven client deliverable that not only illuminates the comprehensive solution but also enables deep dives into specific areas, tailored to what the advisor and client want to focus on."
Business wire
