About Shatterpoint

Shatterpoint provides an AI-powered platform that enables wealth advisors to create personalized investment portfolios by utilizing institutional-grade models and rules-based strategies. This technology streamlines complex data analysis, allowing advisors to focus on client engagement while delivering tailored solutions that align with individual financial goals.

```xml <problem> Wealth advisors often spend excessive time on complex data analysis and specialized quantitative tasks when creating personalized investment portfolios. This reduces the time available for client engagement and limits the ability to deliver tailored solutions efficiently. </problem> <solution> Shatterpoint offers an AI-powered operating system designed to streamline investment workflows for wealth advisors and family offices. The platform leverages institutional-grade models and rules-based investment approaches to automate complex data analysis, allowing advisors to focus on client relationships and business growth. By reducing the time spent on quantitative tasks, Shatterpoint enables advisors to efficiently deliver personalized portfolios that align with each client's unique financial goals and preferences, including direct indexing, smart beta, and thematic investing strategies. The AI-driven system simplifies portfolio analysis, facilitates goals-based investing, and supports thematic investment strategies, all while providing clear explanations of portfolio strategies for clients. </solution> <features> - AI-driven portfolio analysis to rapidly understand drivers of portfolio risk and performance. - Goals-based investing tools to design personalized investment plans aligned with client financial goals. - Thematic investing capabilities to create tailored strategies reflecting client values and priorities. - Direct indexing functionality for highly customizable portfolios with tax optimization and transparency. - Automated parsing and analysis of portfolio holdings in various formats. - Portfolio analytics sharing capabilities for direct communication with stakeholders. </features> <target_audience> The primary target audience includes wealth advisors, family offices, and investment firms seeking to enhance client experience and scale personalized portfolio management. </target_audience> ```

What does Shatterpoint do?

Where is Shatterpoint located?

Shatterpoint is based in East New York, United States.

When was Shatterpoint founded?

Shatterpoint was founded in 2024.

Location

East New York, United States

Founded

2024

Employees

4 employees

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Shatterpoint

Score: 44/100

AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

shatterpoint.ai 10+

Founded 2024 – East New York, United States

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Company Description

Problem

Wealth advisors often spend excessive time on complex data analysis and specialized quantitative tasks when creating personalized investment portfolios. This reduces the time available for client engagement and limits the ability to deliver tailored solutions efficiently.

Solution

Shatterpoint offers an AI-powered operating system designed to streamline investment workflows for wealth advisors and family offices. The platform leverages institutional-grade models and rules-based investment approaches to automate complex data analysis, allowing advisors to focus on client relationships and business growth. By reducing the time spent on quantitative tasks, Shatterpoint enables advisors to efficiently deliver personalized portfolios that align with each client's unique financial goals and preferences, including direct indexing, smart beta, and thematic investing strategies. The AI-driven system simplifies portfolio analysis, facilitates goals-based investing, and supports thematic investment strategies, all while providing clear explanations of portfolio strategies for clients.

Features

AI-driven portfolio analysis to rapidly understand drivers of portfolio risk and performance.

Goals-based investing tools to design personalized investment plans aligned with client financial goals.

Thematic investing capabilities to create tailored strategies reflecting client values and priorities.

Direct indexing functionality for highly customizable portfolios with tax optimization and transparency.

Automated parsing and analysis of portfolio holdings in various formats.

Portfolio analytics sharing capabilities for direct communication with stakeholders.

Target Audience

The primary target audience includes wealth advisors, family offices, and investment firms seeking to enhance client experience and scale personalized portfolio management.