video1.0<iframe src="https://www.loom.com/embed/3b4961d3635549f89d689e65c892e1c4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3b4961d3635549f89d689e65c892e1c4-8decfa1213cdf0d9-full.jpg27.72Wealth advisors spend hours preparing for client meetings. Here’s how AI can do it in seconds. This 30-second demo shows Shatterpoint connecting client documents, surfacing tax and estate insights, and generating a briefing that’s instantly saved to the client’s folder and available in the app. That means advisors walk into meetings fully prepared, with less busywork and fewer blind spots. 👉 Get in touch: https://shatterpoint.ai/contact