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Product

Consolidate

Import all your WealthData with easy connections and integrations

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

Masttro stores over 800k documents, acting as a central repository for key files with secure sharing.

Consolidate Overview
Data Aggregation
Document AI

Masttro pioneers the 'Rigid Flexibility' philosophy of reporting, with industry-tested dashboards and no time wasted.

Control Overview

Masttro has a powerful suite of mobile apps for easy data access and live data views for wealth owners.

Communicate Overview

Masttro can plug into your tech stack with its API endpoints, to suit downstream applications of your choice.

Connect Overview
Solutions
For Family Offices
Learn how Masttro powers family offices to improve wealth owner service capabilities.
For Wealth Managers & Advisors
See how Masttro enables RIAs and wealth advisors to scale their operations efficiently.
For Professional Service Firms
Explore how Masttro plugs into top accounting, and legal firms for a best-in-class client experience.
The Masttro Difference
Discover the combination of people and innovation that sets Masttro apart.

Case Studies

See how we have helped improve client service and operations in some of the world’s top companies.

Company
Our Team
Get to know the Masttro team and our global offices.

Insights Blog

Latest Webinars

Resources

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Speak with us
Product

Consolidate

Import all your WealthData with easy connections and integrations

Data Aggregation

Document AI

Automate data handling of capital calls, distributions and capital statements.

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

Solutions
Family Offices
Wealth Managers & Advisors
Professional Service Firms
The Masttro Difference

Our Resources

Read our guides on how to improve client service and operations with wealth technology.

Company
Insights
Latest Webinars
Resources
Careers

Our people

Get to know our team of wealth tech experts based around the world.

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Product

Consolidate
Data Aggregation
Document AI
Control
Communicate
Connect

Solutions

Family Offices
Wealth Managers & Advisors
Professional Service Firms

Company

Global team
Webinars
Insights
Resources
Speak with us

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Zurich
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