Product
.webp){kind=icon}
Solutions
Case Study
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.
When Ronnie Dyne’s business associates realized significant gains from technology exits he saw an opportunity to leverage his back office experience and global financial footprint to start Stonebridge Family Office to serve their administration, accounting and investment reporting needs.
Fast forward to today, and Stonebridge is a trusted partner managing the financial needs of six families across Australia, Europe, and the U.S.A.
But like most family offices in Australia, Stonebridge was operating with a gap in their tech stack until Ronnie brought on his son, Saul Dyne, to improve their client experience in 2022. The first order of business was replacing their fragmented investment systems with an all-in-one solution, built with family offices in mind.
The search for an all-in-one data aggregation solution
With six families investing in both public and private assets, with many managers all over the world, data aggregation became a significant challenge for Stonebridge. This was due to a vast amount of private equity investments. Having all the assets housed under one platform became essential for clients, to enable them to make sound investment decisions.
Stonebridge needed a solution that would not only aggregate private equity investment data directly within their portfolio, but automatically ingest capital calls and distributions — no manual input or PDF scrutinizing needed.
Market research led them to a short list of two potential platforms, Masttro and an industry competitor.
“We chose Masttro because we were priced out by other solutions, which would’ve been at least double the cost” said Saul. “We didn’t want to be charged on our AUM as it is not inline with our own pricing model.”
“We went from having no consolidation tool or data feeds to having both capabilities in a single platform - that also happens to track private equity investments perfectly.”
Saul Dyne
“Masttro has gotten our service offering up to date with the broader market beyond Australia. And in turn, that’s shored up our growth for the future.”
“It’s been incredibly useful to pull up the Consolidated Portfolio Analysis with our clients and use live benchmarks to evaluate investment manager performance.” said Saul. “And instead of waiting for a monthly report, clients can access real-time data to see exactly what we’re doing — and how their assets are doing — based on live market pricing.”
But the biggest game-changer for Stonebridge is the immediacy and accuracy of Masttro’s private equity investment data capabilities.
“Masttro lets clients who are really strong on private equity quickly log on to see their outstanding commitments so they can decide if they’re in a position to make another commitment,” Saul said. “Before it took a lot more work to get the answer to that question.”
Time is a precious resource, and it’s safe to say that Masttro’s 550+ data feeds save Stonebridge and their clients a ton of it.
And rather than spending 8-10 hours per month on manual reporting processes — relying on endless Excel spreadsheets and investment managers to deliver the right data — reporting is more accurate and takes only a matter of hours per month with Masttro.
“It’s saved our office a lot of time,” Saul said. “But the fact that clients can log into Masttro themselves is a huge value add that we didn’t have before.”
Stonebridge often hears kind words from clients about Masttro’s Consolidated Portfolio Analysis module, which allows them to view their funds any way they want — by entity, accounts, asset class, or even by investment manager — keeping real-time information about their assets accessible at their fingertips.
“It really shows Masttro’s focus on supporting the wealth owner directly,” said Saul.
Transforming data aggregation into a competitive advantage that fuels business growth
Before adopting Masttro, data aggregation was a major roadblock for Stonebridge and their clients — but now Stonebridge uses Masttro’s data capabilities as a competitive edge to grow their family office.
“I’ve done more than ten demos for prospective clients in Australia, and they’ve never seen a financial data solution this sophisticated before,” Saul said. “Or a full family office suite for that matter — so Masttro really helps us appeal to prospective clients.”
It stands to reason that prospective clients recognize the value of data tools built just for them – and not just adapted from some other SaaS tech solution.
Schedule an Intro
Tell us a little about you so we can come prepared.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
