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A mounting concern across the wealth management industry is the resource burden of technology. It’s one thing for your family office or advisory business to move away from legacy software, but another to maintain and operate modern wealth technology platforms.
There are added concerns around adoption of new tech, since non-intuitive interfaces and lengthy onboarding isn’t something family office teams and wealth advisors have time for.
Key Takeaways
Complex interfaces
Traditional systems result in the resource burden of dedicated technical teams, and new technology often results in either dependency on a single expert that knows how to operate the system, or a team of technical experts with roles dedicated to managing new software platforms and various integrations.
Harnessed correctly, AI can solve this by rethinking how users interact with the platform, to enable intuitive, interactive capabilities that minimize manual input and maintenance, and deliver a new, elevated user experience.
Masttro Intelligence does exactly this with Masttro Intelligence Assistant, a prompt-based interface that makes the platform conversational, actionable, and immediately accessible:
A completely reinvented user experience.
Masttro Intelligence Assistant is a breakthrough natural language interface combined with an actionable mode that allows users to interact conversationally with their data. This can be done by voice or text, and can trigger actions instantly: update valuations, generate customized reports and presentations, create alerts, assign tasks, or build personalized dashboards.
It completely rethinks the wealth management platform user experience. And it removes the dependency on training, eliminates workflow bottlenecks, and empowers every user to operate as if they had a dedicated analyst and operations team on demand.
Empowering wealth management professionals
Masttro Intelligence Assistant allows users to search and interact with data and documents via voice or text, with no training required. This means family office teams and advisors can extract instant insights and generate client-specific analysis and reports in seconds.
Simple prompts like “update valuations” and “generate a client presentation” or “create an alert” will now deliver actionable intelligence and practical resources, with workflows executed instantly on a single instruction.
By replacing the need to learn mechanisms and step-by-step processes, Masttro Intelligence Assistant swops operational complexity with intuitive interaction, accelerating adoption across all roles and offices.
Converse with your wealth
Masttro Intelligence Assistant fundamentally rethinks the traditional user experience, and how users interact with data, and is only one feature within the full Masttro Intelligence suite of capabilities.
Combining automation and AI with the precision, trust, and transparency demanded by the private wealth industry, Masttro Intelligence offers a significant leap forward in operational efficiency, real-time actionability, reduced service dependency, and client-centric transformation.
Take a tour of Masttro Intelligence to see how it works.
Building a Successful Family Office Tech Stack
