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Introducing the Next Generation of Masttro
Team News
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In the rapidly evolving world of wealth management technology, innovation is key to staying at the forefront. At Masttro, we have always been dedicated to delivering cutting-edge solutions that empower family offices, advisors, RIAs, and institutional wealth managers to provide exceptional service to ultra-high-net-worth (UHNW) clients.
Whether it’s our industry-leading custodial integrations or latest AI models automating data aggregation from alternative investments, Masttro is constantly innovating new wealth management technology to better support the wealth owner. Today, we’re excited to announce a monumental software upgrade that will significantly enhance the performance, flexibility, and user experience of the Masttro platform.
This technology transition marks a major turning point for Masttro, laying the foundation for future growth while simultaneously improving the core functionality our users rely on every day. Now live and launched globally, this comprehensive platform overhaul goes beyond just a visual update. It represents a leap forward in how we build, deliver, and scale the wealth management tools our clients trust to manage their complex portfolios and alternative assets.
Key Takeaways
What is The New Platform, and Why Does It Matter?
Our new platform architecture uses a components-based framework to let us easily swap, upgrade and innovate new features faster than ever while maintaining the stability, security, and reliability that Masttro has been known for since 2010. In short, this upgrade will future-proof our platform for the next generation of wealth management needs.
Why Now: The Strategic Timing of This Upgrade
Over the past year, Masttro has continued to release innovative modules like Doc AI and Wealth Data Builder, which have already improved our clients’ day-to-day operations. Even while rolling out new tools, we were also busy working behind the scenes on this significant architecture upgrade. Why? To enhance the core infrastructure that powers our platform, ensuring long-term scalability and adaptability.
This migration comes at a crucial time. We are seeing a pivotal moment in 2024 where the wealth management industry is increasingly relying on advanced technology and AI capabilities to power investment decision-making, map out the vast wealth and assets of an estate, and provide deeper transparency into portfolio structure and performance metrics. By transitioning to a component-based architecture—similar to what we use for our mobile apps—the new Masttro platform will allow us to better respond to and anticipate the complex demands of UHNW clients.
Key Features of the New Platform
Our new technology brings numerous advantages, both behind the scenes at Masttro and to the experiences of advisors and their clients. Here’s what you can expect:
● Faster Load Times and Rendering Speeds: Masttro now has significantly reduced page load times, providing a smoother, more efficient experience when navigating the platform.
● Data Can Now Be Pushed to Other Systems: Our new application programming interface (API) lets you easily bring Masttro data sets into portals, spreadsheets, GLs, and other applications, improving workflow efficiency and reducing the risk of errors.
● Improved User Interface (UI): While the familiar layout of Masttro remains intact, the updated design is cleaner, sleeker, and easier to use, with visually stunning transitions and faster responsiveness.
● Cross-Platform Compatibility: Whether you’re accessing Masttro via desktop, tablet, or mobile, the platform delivers a consistent and seamless experience across all devices.
● Customizable Themes: One of the most exciting innovations with this upgrade is the ability to tailor Masttro’s interface to your own brand. Users can now adjust the platform’s colors and themes, aligning the look and feel with their firm’s unique corporate identity.
● Future-Ready Infrastructure: This migration sets the stage for deeper AI integration, enhanced accounting features, and more sophisticated reporting tools.
How Masttro's User Experience is Enhanced
Masttro has always been known in the industry for its user-friendly interface, and this change doubles down on that commitment. We’ve made it easier for users to navigate the platform with fewer clicks, increasing overall productivity. The new UI also supports a broader range of accessibility features, ensuring that all users can take full advantage of Masttro’s capabilities, regardless of their specific needs.
Additionally, the ability to customize Masttro’s interface enhances your ability to present a cohesive and consistent brand image. This new level of personalization further strengthens your relationship with your clients.
With the initial rollout of the new platform, several key modules will receive significant updates, including a revamped login and landing page, and visual overhauls of our core modules: Consolidated Portfolio Analysis, Secure Communication Portal and the Wealth Data Builder. There will be many additional enhancements rolling out in early 2025 as a part of our commitment to continuous improvement.
Looking Ahead: Masttro’s Vision for Wealth Tech
This platform upgrade furthers Masttro’s position as the technology leader in the wealth tech space. With this new architecture, we are laying the groundwork for future innovations, including more AI-driven insights, enhanced reporting tools, and seamless third-party integrations. This will allow us to continually expand our platform and deliver the most advanced tools for managing complex wealth portfolios.
At Masttro, we remain focused on putting the wealth owner at the center of everything we do. By providing a holistic view of wealth and equipping family offices, RIAs, and institutional advisors with the best tools available, we are ensuring that you have everything you need to serve your clients in the most effective way possible.
Conclusion: A New Era for Wealth Owners and Advisors
This is more than just a platform upgrade—it’s a commitment to our clients that we will continue to lead the way in wealth tech innovation. This transition brings faster, more efficient workflows, enhanced branding options, and a solid foundation for the future, enabling wealth managers to provide the highest level of service to their UHNW clients.
At your next login to the platform, get ready for an enhanced, more powerful version of Masttro. The future of wealth management is here, and we are thrilled to be on this journey with you.
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