Product
Solutions
For Professional Service Firms
Time to level up your client experience
Equip your team with the best-in-class wealth data platform on the market. See clearer, communicate faster and report the story you need when you need it.
Speak with us
28
Countries Served
10k+
End-Clients
5m+
Daily Transactions
We are your tech partner to provide top tier client experiences with the right tech, reports and a beautiful UI.
Native mobile apps for easy client access
First-party native apps for any mobile or tablet device, for an optimal premium client experience.
iOS and Android native app support
iPad app for easy report viewing
Global wealth map for easy task management
Use one of our industry-leading modules to manage legal documents & estate planning.
Document storage and secure sharing
One holistic overview of every estate
professional_services(02).png)
Scalable deployment options & permissioning
Give the right clients the right levels of access, with easy to setup user-level permissions.
Scale reporting detail to the right recipient
Setup custom alerts for end users
A beautiful, user-friendly UI for that “wow” factor
Many platforms try to manage complexity, few platforms do that as elegantly as Masttro.
Expert-created reporting templates
Powerful view of estate structures & ownership
Patricia Correa
Digital Strategy Director, Santander
“Our private wealth clients are extremely demanding. With Masttro, we can support our clients’ needs with a state-of-the-art wealth platform that allows us to consolidate all custodians, integrate and organize non-financial assets and set up the entire legal structure to offer our clients a true comprehensive and holistic vision of their assets.”
How Masttro compares to other software tools
Users
Privacy & Security
Data aggregation
Alternative Investments
Reporting
Available Devices
Document Management
Compliance
Local service & onboarding
Other
Software companies solving for only one piece of the wealth management software pie.
Pay per user / asset
Public cloud-based infrastructure (AWS)
Via third-party providers
Manual input & third-party translators
Complex builders with steep learning curve
Limited mobile experience, clumsy design
Non-existent
Non-existent
One-size-fits-all service
We understand the nature of your business and build something that allows you to grow and scale.
Fixed price, unlimited users
Military-grade protocols
Direct reconciliation and processing
AI & machine learning proprietary tools
Predefined templates from industry experts
Native Apps for iOS, Android and iPad
First-party feature with easy search
Dedicated compliance module & alerts
5 languages, knowledge center, custom onboarding plan
Speak with us
Learn how Masttro can fit into your tech stack
Tell us about your business and we’ll build you a solution.
Speak with us
Frequently asked questions
How can I better track my family’s estate structure?
Lorem ipsum dolor sit amet consectetur. Vitae nec netus eu senectus purus tortor elementum sociis malesuada. Placerat odio nisi laoreet viverra sagittis massa fermentum. Porta faucibus.
How does Masttro improve document storage?
Lorem ipsum dolor sit amet consectetur. Vitae nec netus eu senectus purus tortor elementum sociis malesuada. Placerat odio nisi laoreet viverra sagittis massa fermentum. Porta faucibus.