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Five of the Biggest Challenges in Wealth Management
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Every family office, RIA or institution is unique, but there are common challenges that they often share.
Finding a technology solution that solves these pain points in the most efficient and effective manner is crucial to their success.
From investment reporting and portfolio accounting systems to CRMs and fragmented data platforms - the market has become saturated with software.
And not all solutions will handle the biggest challenges to help deliver core business outcomes like efficiency, scalability, client impact and ROI.
What are these pain points that we repeatedly see?
Below are five that our clients encounter - and how Masttro solves them.
Key Takeaways
One: Siloed Wealth Data Across Platforms
Why it Matters: teams can waste hours reconciling data across banks, custodians, spreadsheets, and performance systems. This results in delayed reporting, manual errors and fragmented decision-making. Without a unified view, advisors are more reactive, less strategic.
The Solution: Masttro aggregates data sources across all asset classes and jurisdictions into a single, centralized wealth platform that provides real-time updates.
Two: Manual Reporting Workflows
Why it Matters: Teams can easily spend +50 hours a month building, editing, and distributing reports. Not only does it increase inconsistencies and security risk, but it’s time they could use for higher-value tasks.
The Solution: Masttro generates automated, branded, interactive reports in real-time. Wealth owners and advisors can access dynamic views, eliminating PDF chaos.
Three: Limited Transparency into Private Investments
Why it Matters: Most platforms struggle to show illiquid holdings, especially when statements are PDFs. This creates blind spots for CIOs and end-clients.
The Solution: Masttro’s AI-powered document module automatically ingests, tags, and reconciles alternative investment data. It means real-time visibility across hedge funds, PE, real estate, and more.
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Four: No Control Over Access or Permissions
Why it Matters: Security breaches and poor user experiences can result from everyone having the same access, or where unclear boundaries exist across generations or teams.
The Solution: Masttro enables granular permissions by role, entity, or user. Audit logs and tiered license visibility protect firms and build trust.
Five: Low Product Adoption
Why it Matters: Even the best platform fails if no one uses it. Without ownership, enablement, and visibility, most tools go underutilized across organizations.
The Solution: Masttro’s dedicated service and support framework, usage analytics, success plans, and tailored license schemes help scale adoption from implementation onwards.
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