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

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 ...
Seeking Alpha

Paperclip Mojo Patented Technology Reduces Manual Data Entry for Client by 31%

HACKENSACK, N.J., May 02, 2023 (GLOBE NEWSWIRE) -- Paperclip, Inc. (PCPJ) announced today that its Mojo service has helped a large client optimize its data entry. Advisors Excel, an Independent ...
AccountingWEB

Late Client Data Is Inevitable. Self Assessment Chaos Isn’t.

Late client data is a predictable feature of how people engage with tax. Changing client behaviour is difficult; redesigning workflows that depend on ...
Accounting Today

98% of accountants have used AI, mostly for data entry and processing

Nearly every accountant has used AI in one form or another, whether for their clients or their own firm, but not necessarily for accounting, according to a report from Intuit QuickBooks. Processing ...