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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

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Family Offices
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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 Masttro Helped Build An Agile Single Family Office Infrastructure

Jefferson River Capital is a New York City–based single-family office managing a $1B+ portfolio across public and private markets, built over 30 years by a lean, experienced team.

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Futura Grows from Independent Advisory to Multi-Family Office

What started as an independent advisory has today evolved into a Multi-Family Office (MFO) supporting and serving wealthy families around the world.

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