The standard in global wealth technology.

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.

Finding the right Family Office technology

PwC’s is changing the family office service industry. By leveraging their industry expertise with Masttro's technology, they have established a brand new Family Office practice in the United States and Canada. PwC will deliver an innovative hands on family office service that leverages the best wealth technology in the market.

The Masttro Impact

With Masttro, PwC can automatically aggregate any custodian around the world that their clients work with without the infrastructure and resource constraints needed to support a UHNW family office operation.

Automatic and efficient consolidated reporting on financial, non-financial and alternative assets has saved hundreds of manhours and removed human error completely. The removal of manual data aggregation has allowed PwC to focus all resources in providing the best advice and service to their clients.

Masttro’s wealth technology provides clients with a complete visibility of their net worth along with a family ecosystem that allows for safe and private sharing of documents and data.

Technology liberates the burden of time and attention

Increasingly complex and demanding client base have required Quattro to establish an RIA in the US. Meeting local regulations for both the Mexican investment advisor and the US RIA without significant investment is no easy feat. With Masttro, they have been able to seamlessly segregate the work ecosystem between the two operations, automatically meet local regulations, and automate the day-to-day admin needs of client reporting.

The Masttro Impact

Masttro replaces extensive stack of software needed for Quattro to meet operational needs. From software that required them to manually input all positions from European, Mexican and US accounts to local software to take care of compliance and investment management.

With Masttro’s client portal, they have a secure and custom branded communication channel where standardized reports, presentations and any communication are shared with clients.

To this day, thanks to Masttro's technology they are on the way to adding their first full Family Office client, which will be the beginning to their new Multi Family Office offering.

Disruptive wealth technology for an innovative Multi-Family Office

Adopting the right technology provider makes a great difference to Multi-Family Office operations. Automatization, institutionalization, transparency, data security, asset control and a customized service to clients are key to stand out in a competitive industry. With Masttro, Wealthness has a technology partner that supports the consolidation & administration of financial and non-financial holdings as well as a tool for monitoring and reporting globally diversified and complex assets.

The Masttro Impact

The Masttro platform has institutionalized the firm in a one-stop-shop solution. Slow and inaccurate manual processes such as financial consolidation of bank positions and performance reporting are now automized.

Decision making is faster with reliable updated daily information; management, planning and control of complex ownership structures are greatly simplified. Wealthness clients have a much stronger awareness of their global consolidated wealth, resulting in a better client experience.

Masttro has been key to business efficiency improvement, higher data reliability and top-notch data security.