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Data Aggregation
Sound investment decisions start with real-time, uniform data.
With 550+ custodian connections to banks on every continent, Masttro is the industry-leading and the original data aggregator of the wealth management industry.
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You Current vs Future State
Your business without Doc AI
50
Quarterly hours processing PDFs
3
Employees needed
Your business with Doc AI
8.3
Quarterly hours processing PDFs
1
Employees needed
With Doc AI, businesses can direct a renewed focus on client servicing and end unproductive “PDF processing” hours from skilled employees.
Join leading global institutions in revolutionizing your operations.
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Get Started Today
Compare apples to apples in a panoramic portfolio view
No matter the data format or asset type, Masttro does the heavy lifting to dynamically translate financial information into the same language. All types of structured (as well as unstructured) data live side-by-side in a single source of truth for 360 degree context around every investment decision - and a stickier client experience.
Our Custodians: Ensuring Global Excellence
At the heart of our operations are our custodians, covering more than 550 direct data feed connections across 28 countries. This global aggregation engine, established and maintained by our proprietary technology, demonstrates our commitment to ultimate confidentiality and security.
Using Masttro, you can aggregate bank data from any corner of the world, regardless of data format. This ensures the highest standard of data quality, as well as best-in-class protection of our clients’ most sensitive information with a comprehensively designed in-house tech system.
This is the modernization of the industry
Better investment decisions. A positive and future proof client experience. A heartfelt goodbye to manual data entry and reconciliation — and delayed information.
These are the paradigms that seamless data aggregation can shift for your business. Get started today with Masttro.
AI is no longer science fiction, it’s already helping businesses save money.
Tell us about your business and we’ll tell you how Doc AI can fit your needs.
Speak with us
Data Aggregation
Sound investment decisions start with real-time, uniform data.
With 550+ custodian connections to banks on every continent, Masttro is the industry-leading and the original data aggregator of the wealth management industry.
Speak with us
Our Custodians: Ensuring Global Excellence
At the heart of our operations are our custodians, covering more than 550 direct data feed connections across 28 countries. This global aggregation engine, established and maintained by our proprietary technology, demonstrates our commitment to ultimate confidentiality and security.
Using Masttro, you can aggregate bank data from any corner of the world, regardless of data format. This ensures the highest standard of data quality, as well as best-in-class protection of our clients’ most sensitive information with a comprehensively designed in-house tech system.
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Compare apples to apples in a panoramic portfolio view
No matter the data format or asset type, Masttro does the heavy lifting to dynamically translate financial information into the same language. All types of structured (as well as unstructured) data live side-by-side in a single source of truth for 360 degree context around every investment decision - and a stickier client experience.
Saul Dyne
Stonebridge Family Office
“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.”
Get Started Today
From data fragmentation...
To seamless aggregation:
Speak with us
This is the modernization of the industry
Better investment decisions. A positive and future proof client experience. A heartfelt goodbye to manual data entry and reconciliation — and delayed information.
These are the paradigms that seamless data aggregation can shift for your business. Get started today with Masttro.
Ready to learn more?
Tell us about your business and we’ll build you a solution that makes sense.
Speak with us