So clearly our industry has a massive organic growth problem... How do YOU think we fix this?

Hi all, I’m Cornelius, founder and CEO of Shatterpoint. Most advisor tech today is built around point solutions - a better CRM, a faster notetaker, a slicker proposal tool. We’re taking a different approach. Shatterpoint is an AI-native operating system that unifies structured and unstructured data across a firm into one actionable layer. Instead of stitching together CRMs, spreadsheets, and custodians, advisors work from a single workspace where AI agents support proposals, onboarding, analysis, reporting, and other core advisor workflows. This short demo shows how Shatterpoint’s AI securely accesses PDFs, spreadsheets, and custodian exports, structures the data, and makes it instantly usable - in this case, preparing for a client meeting. We’re in early access with a handful of firms who are helping shape the platform’s direction. If you’re exploring ways to modernize your data architecture or advisor workflows, I’d love to compare notes.