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Overview
Masttro provides a wealth data platform to consolidate complex global portfolios. Even though the platform can be initially tricky to navigate, its comprehensive data aggregation and military-grade security are strong benefits. All in all, its ability to unify all assets streamlines wealth management.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Masttro Specifications
Financial Reporting
Multi-currency Support
Invoice Management
Expense Tracking
What Is Masttro?
Masttro is a wealth data platform designed for family offices and professional firms to manage complex, global portfolios. Its data aggregation engine consolidates all liquid and illiquid assets, including private equity and passion assets, into a single source of truth. The platform features custom dashboards and automated reporting, allowing users to move beyond static spreadsheets and visualize total net worth in real time.
Masttro Pricing
Masttro Integrations
Who Is Masttro For?
Masttro is well-suited for a wide range of sectors, including:
- Single-family offices
- Multi-family offices
- Wealth managers and advisors
- Private banks
- Professional service firms
- Accounting firms
- Legal firms
Is Masttro Right For You?
Accounting and legal firms managing multi-generational wealth face significant data fragmentation and security risks. Masttro is designed to solve this by centralizing all data within a high-security environment. Its standout feature is a ‘total data privacy’ model, which includes military-grade encryption, SOC 2 Type 2 compliance, and private cloud infrastructure based in Switzerland. As a Global Private Banking Innovation Awards 2024 "Most Innovative WealthTech Solution for Wealth Managers" winner, it is built for organizations where data security is non-negotiable.
Still doubtful if Masttro software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Masttro Features
Masttro features a unified Artificial Intelligence (AI) powered platform that consolidates, validates, and analyzes wealth data. Documents and alternative investments are automatically structured and linked through AI, enhancing clarity and decision-making across complex financial portfolios.
With this feature, wealth managers securely share data, documents, and reports while controlling user access and permissions. Instant alerts and client portfolio tracking streamline oversight, ensuring clarity and efficiency across complex, multi-portfolio relationships.
The platform centralizes data from multiple custodians and asset classes into a single, global view. Automated ingestion and classification create a comprehensive wealth snapshot, enhancing visibility and precision across diverse investments and estate structures.
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