Business introduction
Close more clients. Deliver better insights. Cut your prep time by 80%
Shatterpoint is the AI-native operating system for modern wealth teams - automating onboarding, portfolio analysis, and client reporting so advisors can scale trust, not headcount
Shatterpoint is an AI-native operating system for wealth management. We unify structured and unstructured data into one source of truth, made actionable through contextual AI agents.
Shatterpoint connects the tools advisors already use - CRMs, custodians, planning software - so insights flow seamlessly across proposals, onboarding, analysis, and reporting. The result is a unified, intelligent workspace where advisors spend less time on admin and more time on clients.
Shatterpoint Solutions
Shatterpoint
Shatterpoint’s AI agents run on a data engine that organizes scattered files - PDFs, spreadsheets, custodian exports - and surfaces exactly what’s needed, when it’s needed. Why wealth managers choose shatterpoint Reduce onboarding time by 80% Upload PDFs, statements, and spreadsheets - Shatterpoint reads them all to build proposals in seconds. Serve more clients......
business needs
- Business Intelligence & Practice Management
- Client Onboarding & Identity Verification
- Portfolio Build, Analysis & Reporting
