• The standard in global wealth technology.

    Discover how Masttro can impact the efficiency of your business, deliver unprecedented client experiences and set you up in a position to win.

Solutions

Technology designed for modern
wealth management organizations.

Single & Multi Family Offices

Our technology intelligently manages & supervises all financial and non-financial assets and everything that comes with it, allowing you or your team to focus in generating value. Learn More

Investment Management Firms

Quickly integrate the industry’s best practices and streamline compliance through automated workflows and an interactive experience that catapults your growth without resource or infrastructure constraints. Learn More

Private Banks

Accompanying world wide financial institutions in their digital transformation efforts by providing cutting edge technology that greatly sets them apart. Learn More

Trust Companies

Automatically aggregate all financial accounts accross any jurisdiction for consolidated reporting and manage every trust asset within each trust. Learn More

Estate Planning & Tax Advisors

Provide unmatched value through a clear & customized real time view of each clients’ estate structure, allowing the perfect execution of tax and succession planning to the most detailed level. Learn More

PRODUCT

Intuitive & branded navigation that provides immersive
client experiences.

Live interactive platform
Secure client portal
Real time reporting
Automated presentations
Secure remote access native mobile apps

The edge to set you apart.

EASY ONBOARDING
All financial information is flowing in days and our experienced team gets you operating in a matter of weeks.
DATA AGGREGATION
Completely automated direct data aggregation without human intervention with any custodian you work with, anywhere in the world.
Artificial Intelligence
Artificial intelligence & machine learning extracts data from documents in seconds and stores them in digitized document vaults.
ALTERNATIVE INVESTMENTS
Managing direct investments, private equity, venture capital, hedge funds, complex ownership structures and partnership accounting are a peaceful experience.
NON-FINANCIALS
From real estate to the most specific private collection, Masttro englobes every non-financial asset.
Cyber security
Multilayered cryptographic security module guarantees the privacy, integrity and confidentiality of all data in our platform.

PRESENCE

The global wealth technology ecosystem.

6
Offices worldwide
350+
Direct Custodian Feeds
24
Countries
4 million +
Daily Transactions


Testimonials

“The adoption of AI and machine learning technology to enhance its reporting solution set it apart from the competition.”

MENA 2020

“Finally the most comprehensive and complete system available to manage all type of assets for a family.”

Jose Luis Llamas

quattro

“Masttro quickly turned out to be much more than a technology vendor… Their business model makes them a true technological partner that supports us proactively in our growth strategy, and in turn has differentiated our value proposition tremendously.”

M. Cereda

wealthness

“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”

Patricia Correa

genrich

UHNW Division

Client Stories

How to satisfy an increasingly demanding UHNW client base


UHNW Division

Finding the Right Family Office Technology


The Building Blocks of an RIA - Breakthrough Wealth Technology


Disruptive wealth technology for an innovative Multi-family office


How to satisfy an increasingly demanding UHNW client base

As a result from the increasing globalization and sophistication of clients, Santander has made significant efforts and investments in technology to continue to differentiate their high-end wealth management division. Consistent innovation is key to remaining at the forefront of the wealth management industry as the space becomes ever more competitive.

The Masttro Impact

With Masttro’s intuitive & custom branded wealth technology platform, Santander has been able to automatically aggregate all global financial accounts and non-financial assets for their clients on a daily basis without human intervention, giving them the ability to retain and build better client relationships no matter where the accounts reside.

Masttro’s automatic consolidated reporting has eliminated human error completely and saved Santander hundreds of man hours. As a result, bankers have the necessary tools to provide world class advice on a client's complete portfolio at their fingertips, wherever they are.

Background

  • Seeking a wealth technology solution to consolidate all bank jurisdictions and provide innovative service to clients
  • Looking for advanced, visual and intuitive client facing technology for improved reporting and communication
  • Looking to advise clients on complete portfolio

Results

  • Mobile bankers with information readily available through Masttro’s mobile apps
  • Consolidated reporting is done automatically for any time period necessary
  • Clients access reports and presentations through an intuitive and secure client portal, eliminating the unsecure use of email
  • Increased client engagement and communication, resulting in more satisfied clients

Discover how Masttro can bring your business to the next level.

Speak with us

Constantly awarded in innovation, cyber security and reporting year after year.

2020
Masttro wins the Best Front-Office and Best Client Reporting Solution awards at the WealthBriefing MENA Awards 2020
2019
Masttro wins the best Client Reporting Solution and Cyber Security awards at the WealthBriefing European Awards 2019
2019
Masttro is nominated for Innovative Client Solution and Cyber Security at the Family Wealth Report Awards 2019
2018
Masttro is wins the Innovative Client Solution award at the WealthBriefing European Awards 2018
2018
Masttro is awarded the Highly Commended designation for Best Reporting Solution / Innovation 2018 at the Private Asset Management awards
2017
Masttro wins the Innovative Client Solution award at the WealthBriefing Swiss Awards 2017
2017
Masttro wins the Best Reporting Solution / Innovation 2017 award at the Private Asset Management awards