Solution 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’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 with less overhead
Scale from 40 to 100+ clients per advisor - without late nights, manual tasks, or more headcount.
Turn days of prep into minutes of clarity
Our AI extracts the signal and generates tear sheets, summaries, and visuals - ready to present.
Deliver a differentiated client experience
Clients don’t remember your software. They just remember how prepared you were.
