Product
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Solutions
For Family Offices
The Only True Family Office Platform
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 and visualization for all assets.
Built by family offices, for family offices.
More than a decade incorporating global best practices by partnering with leading Family Offices globally. The ultimate full-stack family office management platform.
More than a decade incorporating global bestpractices by partnering with leading Family Officesglobally. The ultimate full-stack family officemanagement platform.
Built by family offices, for family offices.
More than a decade incorporating global best practices by partnering with leading Family Offices globally. The ultimate full-stack family office management platform.
More than a decade incorporating global bestpractices by partnering with leading Family Officesglobally. The ultimate full-stack family officemanagement platform.
160
+
Team Members
600
+
Direct Data-Feeds
300
k
Alternative Investments
10
k
+
End-users
30
Countries Served
Secondary Keyword
Pain-focused headline
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Secondary Keyword
Pain-focused headline
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Global Adaptability
For
every level of sophistication
The Masttro Digital Family Office platform is built to centralize your Family
Office operation, not only by consolidating assets but by giving your team
and family industry leading tools that empower their control and decision making.
Global
Global Data Aggregation
Financial data aggregation with direct daily transactional feeds to any custodian, bank, or broker.Multi-currency on aggregation and reporting.
Global Data Aggregation
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Streamlined
Leading
Leading Client Experience
Financial data aggregation with direct daily transactional feeds to any custodian, bank, or broker.Multi-currency on aggregation and reporting.
Leading Client Experience
Learn More About
Leading
Total
Total Net Woth
Financial data aggregation with direct daily transactional feeds to any custodian, bank, or broker.Multi-currency on aggregation and reporting.
Total Net Woth
Learn More About
Total
Streamlined
Streamlined Operations
Financial data aggregation with direct daily transactional feeds to any custodian, bank, or broker.Multi-currency on aggregation and reporting.
Streamlined Operations
Learn More About
Streamlined
Data Automation and Reliability
The Only True Multi-Asset Solution
Financial Assets
Automated SecureDirect Data Feeds
Transaction level detail from
Custodians/Brokers Globally
Custodians/Brokers Globally
Updated daily
Alternative
Investments
Investments
AutomatedAI processor
Capital Statements (NAV),Capital Calls,
and Distributions.
Updated in real-time
Other
Non-Financials
Direct From Source Multiple methods
Tasks, excel, API, bulk uploads,cash-based mark-to-market.
Updated in real-time
Transform
Complexity Into Clarity
Integrated Features for a Leading FO Operation
The increase in diversification and complexity of Family Offices requires technological enhanced practices to manage fractional investments, non-financial assets, alternative investments, and liquid portfolios. Enhance your Family Office practice from every angle – reporting, wealth structuring, cash flow management, commissions reconciliation, portfolio management, etc.
- Profound
Reporting - Portable Digitally
Enhanced UX - Institutional
Practice & Scalability - Built-in Portfolio
Management Solutions - Multi Custodian
Aggregation - Operational
Efficiencies & Cost Saving - Alternatives and
Non-Bankable Assets - Multi
Currency Reporting - Flexibility
& Scalability
Transform
Complexity Into Clarity
Integrated Features for a Leading FO Operation
The increase in diversification and complexity of Family Offices requires technological enhanced practices to manage fractional investments, non-financial assets, alternative investments, and liquid portfolios. Enhance your Family Office practice from every angle – reporting, wealth structuring, cash flow management, commissions reconciliation, portfolio management, etc.
- Profound
Reporting - Portable Digitally
Enhanced UX - Institutional
Practice & Scalability - Built-in Portfolio
Management Solutions - Multi Custodian
Aggregation - Operational
Efficiencies & Cost Saving - Alternatives and
Non-Bankable Assets - Multi
Currency Reporting - Flexibility
& Scalability
Transform
Complexity Into Clarity
Integrated Features for a Leading FO Operation
The increase in diversification and complexity of Family Offices requires technological enhanced practices to manage fractional investments, non-financial assets, alternative investments, and liquid portfolios. Enhance your Family Office practice from every angle – reporting, wealth structuring, cash flow management, commissions reconciliation, portfolio management, etc.
- Profound
Reporting - Portable Digitally
Enhanced UX - Institutional
Practice & Scalability - Built-in Portfolio
Management Solutions - Multi Custodian
Aggregation - Operational
Efficiencies & Cost Saving - Alternatives and
Non-Bankable Assets - Multi
Currency Reporting - Flexibility
& Scalability
Secondary Keyword
Pain-focused headline
Lorem ipsum dolor sit amet consectetur. Congue facilisis ac maecenas in eget lacus. Internal link to other use case pages etiam facilisis netus pretium sodales tortor tellus.
Secondary Keyword
Pain-focused headline
Lorem ipsum dolor sit amet consectetur. Congue facilisis ac maecenas in eget lacus. Internal link to other use case pages etiam facilisis netus pretium sodales tortor tellus.
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Ultimate Privacy& Confidentiality
Our business model is built around empowering your success, in Masttro you own your data and our pricing model is not based on AUM’s, safeguarding your integrity. Security isn’t just afeature, it’s our foundation.
- Encrypted at rest and in-transit
- Multi-factor authentication login
- Private
cloud architecture - Swiss-based infrastructure
- Private server instance
- No data stored in devices
- Internal controls and permissioning
Ultimate Privacy& Confidentiality
Our business model is built around empowering your success, in Masttro you own your data and our pricing model is not based on AUM’s, safeguarding your integrity. Security isn’t just afeature, it’s our foundation.
- Encrypted at rest and in-transit
- Multi-factor authentication login
- Private
cloud architecture - Swiss-based infrastructure
- Private server instance
- No data stored in devices
- Internal controls and permissioning
Case Study
Lazard Asset Management
How a 175-year old investment firm chose Masttro as their tech partner.
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FAQs
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