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Investment Advisors
Easily manage international portfolios and take advantage of opportunities globally. Masttro provides your business with a differentiated experience your clients will love.
With technology like ours, banks automatically and seamlessly aggregate all financial accounts across any jurisdiction providing a consolidated view of each clients portfolio.
Portfolio management & analytics
Establish investment profiles and manage product risk effortlessly. Masttro automatically executes pre and post trade validations, which notifies of deviations and properly rebalances your client’s portfolio.
Workflow Management
The power of our technology integrates every employee in an institutionalized environment, significantly reducing back-office tasks.Time consuming allocation models, concentration risks, portfolio rebalancing and revenue management are drastically simplified.
Integrated Compliance
KYC, AML validations, documentation and regulatory reports are seamlessly integrated in the platform, allowing robust controls that meet local regulatory standards.With Masttro, compliance is automatically supervised through a dedicated alert functionality.
Data you can rely on
Fully automated data aggregation with direct connections to any custodian bank you work with in any country.Save months of manpower efforts and eliminate human error completely.
Client experience
Clients access their information & reports through a custom branded environment that delivers the client experience banks have been looking for.The client is always informed, information is secure, and reporting is done with a few clicks.