The world’s most sophisticated families aren’t making decisions from PDFs anymore. With portfolios spanning private equity, real estate, venture capital, and multi-entity trusts, the old model of disconnected tools and manual reporting can’t keep up.
Today’s family office team needs more than visibility – they need clarity, control, and the power to act in real time. That starts with reporting software purpose-built to manage complexity, reduce administrative tasks, and unlock insights across every kind of asset class.
Whether you’re a single family office (SFO), multi-family office (MFO), or growing advisory firm, family office reporting software has evolved from a nice-to-have into an essential tool. It empowers investment managers, wealth advisors, and operations leaders to gain real-time insights, automate reporting processes, and delivers a superior experience to wealth owners.
Masttro blends reporting automation with flexibility, maximizing efficiency, ease, and timeliness of answering any wealth question.
In today’s financial landscape, family offices must manage an increasingly wide range of asset classes – public and private equity, hedge funds, venture capital, real estate, collectibles, and other alternative investments.
But many still rely on legacy software or unplanned collections of software applications that:
Modern family office software solutions are built to centralize, automate, and visualize wealth data across the entire portfolio. They offer detailed reports, track capital calls and distributions, and help families make informed decisions with confidence.
Masttro is more than just a performance reporting tool – it’s a full financial management and reporting ecosystem to manage complex, multi-generational wealth.
The platform seamlessly aggregates data from any custodian, connecting public investments, illiquid investments, and multi-entity structures. With one login, your family office team gets a single source of truth for:
This makes Masttro a scalable solution for family offices of any size – whether you’re managing one family’s holdings or a diversified book of high-net-worth clients across geographies.
Reporting for family offices isn’t one-size-fits-all. CIOs, COOs, Advisors, and Product Owners all require different functionality from software solutions. Masttro delivers with powerful functionality and customizable dashboards tailored to each role.
Global Wealth Map
Structure and visualize every asset, trust, and ownership entity from a single interactive point of view. Perfect for estate planning, family governance, and long-term succession planning.
Portfolio Overview
Compare asset performance over time with IRR and TWR. Accurately track managers or rebalance asset allocation with confidence.
Manager Analytics
Track performance by investment manager. Drill into fees, style drift, and correlations across managers.
Cash Flow Forecasting
Stay ahead of capital calls, upcoming distributions, and liquidity planning. View projections in real time.
Geographic Exposure
Map the global footprint of your holdings and respond to geopolitical shifts with actionable insights.
These visual tools give family offices the reporting capabilities and advanced analytics required to handle today’s pace of decision-making.
As the architect of portfolio strategy, the Chief Investment Officer needs reporting software that centralizes every investment and offers accurate, real-time clarity into private and public market performance.
What Masttro delivers:
No more silos. No more last-minute report building.
The Chief Operating Officer owns the infrastructure behind the family office’s day operations. But legacy systems create inefficiencies and security gaps.
How Masttro helps COOs:
The result: scalable operations without expanding headcount.
Wealth advisors and relationship managers rely on accurate, timely data to build trust and retain clients. Yet most platforms leave them chasing updates or sending outdated PDFs.
Masttro changes the game by offering:
Advisors can finally focus on insight delivery – not formatting spreadsheets.
Managing the internal rollout of family office software requires governance, user training, and performance tracking.
Masttro supports Product Owners with:
From onboarding to optimization, Masttro helps you activate every user group.
Most platforms handle liquid assets well. Few are built for the intricacies of private equity, venture capital, and passion assets.
Masttro’s AI-powered document management module ingests and reconciles capital statements, automating the heavy lifting of tracking alternative investments. IRRs, capital calls, distributions, and valuation changes flow directly into performance dashboards – giving families a complete picture of both liquid and illiquid assets.
Masttro’s cloud-based family office software stands out with several critical capabilities:
These aren’t just technology features – they’re the foundation of trust in a modern digital wealth management platform.
Built primarily for RIAs, Addepar isn’t oriented around complex entity mapping and deep alternative asset visibility. Masttro’s depth in private market analytics and ownership mapping makes it ideal for UHNW families.
These platforms focus on portfolio management for advisors – not the complexity of family office reporting.
Masttro is purpose-built for solutions for family offices, not retrofitted from tools designed for traders or compliance teams.
Masttro supports all types and sizes of family offices with modular flexibility and enterprise-grade architecture.
Masttro gives you the tools to replace outdated workflows, deliver better service, and lead the future of wealth technology.
If you're evaluating family office reporting software, don't settle for a diluted solution.
Choose a partner who understands the stakes, the structure, and the story behind the wealth.
Master everything that matters – with Masttro.