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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
Professional Service Firms
The Masttro Difference

Our Resources

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

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Frequently Asked Questions

Looking for quick answers about all things Masttro? Find straightforward information regarding our offerings, solutions, access, and more. Explore the frequently asked questions below to gain immediate clarity and discover the power of integrated financial intelligence.

OverviewTrial / DemoCapabilities

General Overview

What is Masttro?
What industries and professionals use Masttro?
How much does Masttro cost?
What is the onboarding process?
What kind of support and ongoing service do you provide (customer support, training, updates)?

Demo

How do I request a demo or free trial?

Capabilites

What AI capabilities does Masttro Platform Utilize?
Does Masttro use third-party providers to source custodian data?
What AI capabilities does Masttro Platform Utilize?
Does Masttro provide a consolidated view of total wealth including liquid, illiquid, real estate, collectibles, alternatives, private equity etc.?
Can your platform support multiple currencies?
Does Masttro have CRM capabilities?

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