Masttro Reviews

“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.