Shatterpoint

Personalized portfolios,

for every client

Shatterpoint is an AI operating system for wealth advisors and family offices. With institutional-grade models and cutting-edge technology, we help advisors elevate their client experience.

Request demo

Personalized portfolios,

for every client

Shatterpoint is an AI operating system for wealth advisors and family offices. With institutional-grade models and cutting-edge technology, we help advisors elevate their client experience.

Request demo

ADVANCED AI PLATFORM

Deliver for clients, grow the business

Shatterpoint uses AI to reduce investment workflows that require complex data and specialized quantitative analysis to only the steps that require human judgement and creativity. This allows advisors to focus on time with clients while delivering direct indexing, smart beta, thematic preferences, and multi-asset portfolios in strategies tailored for every client.

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"My client needs to withdraw $50K for an unexpected expense. Which positions should we

liquidate?"

"My client is 45 and would like to retire at 65 with $2M in savings. They have 2 kids that are now 3 and 5, and would like to transfer $500K to each once they turn 21."

"My client likes the risk- and return profile of the S&P 500 but has concerns about pharmaceutical companies."

"Eliminating pharmaceutical companies results in an 8.3% tracking error to the S&P 500. Here are non-pharmacy equities that we can swap in to drop the tracking error to 1.2%"

"Based on these future liabilities, and the client's current accounts and contributions, the funding ratio is 79.4%. Increasing the monthly contributions by $250 will push the funding ratio to over 100%."

"Here are three options (A, B, and C) considering liquidity, tax liabilities, and future returns potential. I've also mapped their expected impacts on the client's savings goals."

FEATURES

Portfolio personalization, at scale

Shatterpoint's platform enables investment advisors to craft tailored solutions that meet each client's unique needs. Institutional-grade models and modern, rules-based investment approaches allow firms to move their practice from model portfolios to personalized wealth management.

Shatterpoint's platform enables investment advisors to craft tailored solutions that meet each client's unique needs. institutional-grade models and modern, rules-based investment approaches allow firms to move their practice from model portfolios to personalized wealth management.

Portfolio Analysis

Upload portfolio holdings in any format to rapidly understand drivers of portfolio risk and performance, and explain portfolio strategies in terms that are accessible to clients.

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Goals-Based Investing

Design personalized investment plans that align portfolios with your client's financial goals, ensuring future liabilities are met while staying focused on what matters most.

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Thematic Investing

Provide clients with tailored investment strategies that align with their values, priorities, and financial goals by focusing on themes like sustainability, innovation, and global megatrends.

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Direct Indexing

Create highly customizable portfolios for your clients by directly owning individual securities, allowing for tax optimization, enhanced control, and transparency.

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TESTIMONIALS

What Our Partners Say

Parsing and analyzing documents like portfolio holdings used to take me 4-5 hours-valuable time I could spend growing my business. With Shatterpoint, I get that time back and have more time to focus on my clients.

Portfolio Manager

Canada-based Wealth Management Firm

Institutional-grade portfolio analytics are often either costly, complex, or time-consuming, so they're not always used when needed. Shatterpoint lets me effortlessly run portfolio analytics whenever I explore new investment strategies.

Chief Investment Officer

New York-based Family Office

Instead of spending hours on reports for my CEO and board, I can now share portfolio analytics directly with any stakeholder. The Al even answers questions that would typically come my way.

Chief Investment Officer

UK-based Actively-Traded ETF Firm

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Submit your email here to receive the newest information and insights directly into your mailbox.

Join our beta program and be the first to know about our latest features and solutions.

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Cookie Policy

Shatterpoint (noun)

/ˈʃætɚpɔɪnt/

A single action that could cause events to transpire completely differently than they might otherwise have.

Get in touch

Cookie Policy

Shatterpoint (noun)

/ˈʃætɚpɔɪnt/

A single action that could cause events to transpire completely differently than they might otherwise have.

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