Shatterpoint
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.
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