Product
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Solutions
Your platform for wealth in full view.
The world’s leading wealth tech solution to aggregate, visualize and analyze asset performance and total net worth.
Save time with Masttro's AI technology.
With Doc AI, pull reports from fund portals and extract data instantly into the Masttro platform.
Wealth is complex, your wealth management software shouldn't be.
Move on from fragmented data, outdated spreadsheets and security risks. Masttro consolidates every detail of family wealth into one intuitive, powerful platform.
All Assets- All Geographies
- All Currencies
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Easily track all
assets in one place
Masttro aggregates and ingests all assets, from liquid investments to many types of complex alternatives including real estate, private equity holdings, passion assets and more.
Financial
Concentrated stock, data feed loans, lines of credit
Alternatives
Direct investments, open and closed-end funds
Collections
Antiques, horses, jewelry, motor vehicles, paintings
Go way beyond reporting
We believe that reporting is just the starting point to build a future-proofed tech stack. Our reports plug into dynamic modules on the Masttro platform to help you optimize dozens of workflows.
- Improve client experiences
- Automate manual work
- Streamline data feeds
- Visualize total net worth
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Product Capabilities
Consolidate
Import all your WealthData with easy connections and integrations.
550+ custodian feeds
Alternatives ingestion
Best-in-class onboarding
Learn more
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Control
Simplify portfolio management with custom dashboards and automation.
Portfolio management
Task management
Custom dashboards
Learn more
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Communicate
Create custom views for your clients and share WealthData securely.
Secure sharing
Document storage
Easy permissioning
Learn more
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Connect
Seamlessly integrate tooling with your current tech stack.
Masttro API
Flexible outputs to other tech platforms
Learn more
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Single Family Office Software
Masttro provides a full view of wealth that allows you to capture total net worth. Uniting all financial data in one place, we are here to do the heavy lifting: data aggregation, synthesis, analysis, reporting, document storage and visualization for all liquid and illiquid assets.
For Wealth Managers & Advisors
A true overview of all your portfolios, including all asset types across all regions. Masttro is your technology partner to unlock scale efficiently.
For Professional Service Firms
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.
Single Family Office Software
Masttro provides a full view of wealth that allows you to capture total net worth. Uniting all financial data in one place, we are here to do the heavy lifting: data aggregation, synthesis, analysis, reporting, document storage and visualization for all liquid and illiquid assets.
For Wealth Managers & Advisors
A true overview of all your portfolios, including all asset types across all regions. Masttro is your technology partner to unlock scale efficiently.
For Professional Service Firms
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.
Get tomorrow's competitive edge today
Tell us about your business and we’ll build you a solution.
Speak with us
