video1.0<iframe src="https://www.loom.com/embed/be27297c540a490994a40c88fcb7c20e" frameborder="0" width="1994" height="1495" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14951994Loomhttps://www.loom.com14951994https://cdn.loom.com/sessions/thumbnails/be27297c540a490994a40c88fcb7c20e-73a8f2244a63c47c-full.jpg304.466Shatterpoint is an AI-native operating system for wealth managers. In this video, we demo the portfolio analysis co-pilot. With just a few clicks, users can upload a portfolio for a client or a prospective client in any format, and run an institutional grade risk- and factor analysis on the portfolio. This provides a robust foundation for building personalized relationship with clients and creating tailored proposals, aggregating several portfolios into a single, optimized portfolio, or gain a holistic view of the client's entire estate.