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.
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.
Why Wealth Managers Choose Shatterpoint
Why Wealth Managers Choose Shatterpoint
Reduce onboarding time by 80%
Reduce onboarding time by 80%
Upload PDFs, statements, and spreadsheets - Shatterpoint reads them all to build proposals in seconds.
Upload PDFs, statements, and spreadsheets - Shatterpoint reads them all to build proposals in seconds.
Serve more clients with less overhead
Serve more clients with less overhead
Scale from 40 to 100+ clients per advisor - without late nights, manual tasks, or more headcount.
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.
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.
Clients don’t remember your software. They just remember how prepared you were.
Who It’s For
Who It’s For
Independent advisors, boutique RIAs, and family office operators who:
Don't have a full team of analysts on staff, but still need analyst-level output.
Don't have a full team of analysts on staff, but still need analyst-level output.
Spend more time cleaning data and prepping reports than advising clients.
Spend more time cleaning data and prepping reports than advising clients.
Want to scale without adding operational overhead.
Want to scale without adding operational overhead.
Contextual Wealth Management
Contextual Wealth Management
How Shatterpoint Works
How Shatterpoint Works
Shatterpoint uses AI to reduce multi-disciplinary wealth management worflows to only the steps that require human judgement and creativity. This allows advisors to focus on building trust with clients while delivering smart strategies tailored for every client.
Shatterpoint uses AI to reduce multi-disciplinary wealth management worflows to only the steps that require human judgement and creativity. This allows advisors to focus on building trust with clients while delivering smart strategies tailored for every client.
Know Your Client
Shatterpoint creates a living profile of each client - automatically built from CRM notes, emails, financial statements, and more. Our AI interprets the data to surface goals, constraints, and key life events.
Shatterpoint creates a living profile of each client - automatically built from CRM notes, emails, financial statements, and more. Our AI interprets the data to surface goals, constraints, and key life events.
Always Up to Date
The profile updates itself continuously, pulling in fresh context from client conversations, daily portfolio data, annual tax returns, legal docs, and business performance - so it stays current without manual work.
The profile updates itself continuously, pulling in fresh context from client conversations, daily portfolio data, annual tax returns, legal docs, and business performance - so it stays current without manual work.
From Insight to Action
Our AI surfaces tailored strategies across investment, tax, accounting, and estate planning - based on each client’s personalized profile. Advisors stay in control: review, adjust, assign, or take action directly.
Our AI surfaces tailored strategies across investment, tax, accounting, and estate planning - based on each client’s personalized profile. Advisors stay in control: review, adjust, assign, or take action directly.
FEATURES
FEATURES
Built for Performance.
Designed for Trust.
Built for Performance.
Designed for Trust.
Portfolio Upload & Analysis
Upload portfolios in any format – PDFs, Excel, screenshots – and get structured, robust insights instantly.
Upload portfolios in any format – PDFs, Excel, screenshots – and get structured, robust insights instantly.
Join the waitlist
Join the waitlist
Goals-Based Investing
Tie every allocation to a real outcome. Align performance with future liabilities, not just returns.
Tie every allocation to a real outcome. Align performance with future liabilities, not just returns.
Join the waitlist
Join the waitlist
Smart, Personalized Client Reports
Create tear sheets and meeting-ready visuals in minutes. Align with goals, explain with clarity.
Create tear sheets and meeting-ready visuals in minutes. Align with goals, explain with clarity.
Join the waitlist
Join the waitlist
Direct Indexing & Thematic Strategies
Build high-conviction portfolios based on client preferences, tax optimization, and thematic signals.
Build high-conviction portfolios based on client preferences, tax optimization, and thematic signals.
Join the waitlist
Join the waitlist
TESTIMONIALS
TESTIMONIALS
What Our Partners Say
What Our Partners Say
I used to spend a week getting portfolio visuals and analysis done. Now it takes five minutes – and looks better.
I used to spend a week getting portfolio visuals and analysis done. Now it takes five minutes – and looks better.
Chief Investment Officer
Canada-based Family Office
It’s the first solution that actually helps me close more clients, not just manage them.
It’s the first solution that actually helps me close more clients, not just manage them.
Founder & CEO
New York-based Wealth Management Firm
Get Early Access to the Future of Wealth Management
Time is your most valuable asset. Shatterpoint gives it back to you. Sign up to stay updated and get an invite to our private beta.
Get Early Access to the Future of Wealth Management
Time is your most valuable asset. Shatterpoint gives it back to you. Sign up to stay updated and get an invite to our private beta.
Copyright © 2025 Shatterpoint. All Rights Reserved.
Shatterpoint (noun)
/ˈʃætɚpɔɪnt/
A single action that could cause events to transpire completely differently than they might otherwise have.
Copyright © 2025 Shatterpoint. All Rights Reserved.
Shatterpoint (noun)
/ˈʃætɚpɔɪnt/
A single action that could cause events to transpire completely differently than they might otherwise have.