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Product

Consolidate

Import all your WealthData with easy connections and integrations

Data Aggregation

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
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The Masttro Difference

Our Resources

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

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Client Success Stories

Case Studies

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How Stonebridge uses Masttro’s real-time data as a competitive advantage to grow their family office

Stonebridge Family Office uses Masttro’s real-time data and private equity insights to transform client reporting, streamline operations, and accelerate global growth.

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How Masttro Enhances The Wealth Manager Ecosystem

Discover how Masttro helps wealth managers like Sergio Guerrero streamline complex portfolios, reduce risk, and deliver superior client value.

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Masttro Helps A Single Family Office Overcome Their Wealth Data Challenges

Learn how Masttro enabled Alejandro Bazúa's single family office to efficiently consolidate, visualize, and manage complex multi-asset portfolios.

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Masttro Helps Establish A New Single Family Office

A newly established single-family office in Mexico City was formed after the family's business began to diversify—bringing with it a new set of complexities.

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