Last Updated
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
Intelligent Wealth Management Ecosystem
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.
Secure Collaboration And Portfolio Oversight
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.
Unified Wealth Data Consolidation
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.
Pros And Cons of Masttro
Pros
Brings all asset types together seamlessly
Keeps wealth data ultra-secure in Switzerland
Delivers personalized insights instantly and clearly
Cons
Performance can be occasionally slow under load
Support documentation may not cover all scenarios
Masttro Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Financial Services, 11-50 employees
More than a year
“Complete portfolio oversight with secure vault”
Pros
Masttro is a complete, unified platform for overseeing a portfolio that includes standard brokerage accounts, alternative investments and personal property like cars and collectibles. Its digital vault is fantastic for bringing all your important records, from wills and trust documents to investment statements and tax letters, into a single, secure spot. By merging this powerful document hub with its data analysis and reporting tools, Masttro creates a centralized system that keeps family offices perfectly synchronized with their various advisors and institutions.
Cons
The ability to upload large batches of files or data at once is still being refined and the process can occasionally be slower than expected.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
Does Masttro offer an API?
Yes, Masttro offers an API.
Does Masttro have a mobile app?
Yes, Masttro offers a mobile app for both Android and iOS users.
What language does Masttro support?
The software supports multiple languages, including English, Arabic, French, German, and more.
What types of Masttro price plans are available?
The software offers tailored pricing. Contact us to request a personalized Masttro cost quote based on your institution's requirements.
Who are the typical users of Masttro?
Masttro is well-suited for diverse sectors such as single-family and multi-family offices, wealth managers and advisors, private banks, as well as professional service, accounting, and legal firms.
What level of support does Masttro offer?
The platform provides support via ticket submission, FAQs, e-books, and whitepapers.
What other apps does Masttro integrate with?
Information about third-party integrations has not been specified by the vendor.