Product
Solutions
Company
EN
Speak with us
Product

Consolidate

Import all your WealthData with easy connections and integrations

Document AI

Automate data handling of capital calls, distributions and capital statements.

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

Solutions
Family Offices
Wealth Managers & Advisors
Professional Service Firms
The Masttro Difference

Our Resources

Read our guides on how to improve client service and operations with wealth technology.

Company
Speak with us
March 7, 2023
10-10:30 ET

Total Transparency: Modernizing the Family Office

Lucy Millard, Head of Global Solutions at Masttro Carl Gardiner, Principal at Bitterroot Capital Advisors Michael Johnson, Partner at RSM

Thank you for signing up to the webinar.

Check your inbox for a Zoom confirmation and calendar link.

Take me home
Oops! Something went wrong while submitting the form.
Webinar

Total Transparency: Modernizing the Family Office

Lucy Millard, Head of Global Solutions at Masttro Carl Gardiner, Principal at Bitterroot Capital Advisors Michael Johnson, Partner at RSM

Thank you for requesting the on-demand webinar.

Check your inbox for a link to the video.

Take me home
Oops! Something went wrong while submitting the form.

What you’ll learn in this webinar:

With ever-more complex wealth management needs, wealth owners, their beneficiaries, and advisors increasingly ask:

‍

"How can I gain full visibility into every corner of this wealth?"

‍

Masttro's case-study-based discussion with executives from Bitterroot Capital Advisors and RSM US examining:Considerations for every constituency in answering that question.Strategies for efficiently putting that panoramic view of wealth to action.Pathways to high-priority initiatives, such as legacy-building, new investment strategy management, and more.Watch the webinar now, on demand.