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Key Takeaways
Family offices with a global footprint need to aggregate data in multiple currencies from custodians spread around the world - a challenge that can require enormous resources when it comes to reporting.
Time spent on this is time that could be focused on supporting more valuable, high-level activities, such as investment strategy, governance structures or succession planning. Manually reconciling the challenges of international operations just isn’t an efficient solution.
So how do truly global family offices solve the pain point of aggregating data involving multiple regions and currencies?
That’s where Masttro comes in. We serve clients in 33 countries, providing a comprehensive global data aggregation solution, with direct daily transactional feeds to any custodian, bank, or broker.
The platform allows users to easily visualize and report on the entire estate - across companies, trusts, groups or individuals, and all asset classes and regions, with multicurrency support and flexible FX rate applications.
We don’t simply provide a global technology solution - we are international, with headquarters in New York and offices in Switzerland and Mexico. And our operations are supported by local service teams that provide a tailored experience specific to your region and all of its intricacies.
This global approach stems from our origins, with the company established in 2010 by founders working in a global, multigenerational family office, meaning they started with an inherent understanding of the international challenges in wealth management today.
It’s why Masttro built the most powerful, intuitive digital ecosystem for family offices, and the wealth advisors and institutions that serve them. One that empowers them to scale global operations efficiently, across all assets, regions and currencies.
Speak to us to find out more.
Alternatives Reporting: From Below the Line to All of the Above
