Product
.webp){kind=icon}
Solutions
WEALTH TECH PLATFORM
Elevate your ROI with the world's leading platform for total net worth.
Speak with Us
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Why Choose Masttro?
Masttro is the rising force in wealth tech, empowering over 10,000 end clients from top advisory firms and global financial institutions.
With a blend of innovative technology and a user-centric approach, we provide a renowned platform designed for total net worth management.
5m+
Daily transactions
795k+
Documents archived
104k+
Alternative investments
550+
Direct data feeds
Schedule My Demo
Powerful Features for Exceptional Results
Comprehensive Data Integration
Masttro ingests all liquid and illiquid assets, liabilities and passion assets. With direct custom custodian connections and AI ingestion tech, we lead the way in seamless data aaggregation.
Data Visualization at Your Fingertips
Once your data is ingested, we empower you with beautiful and streamlined interactive views to use for analysis, and to share your story the way you want with end clients to help you nurture your client relationships.
Centralized Data Management
Masttro is known for WealthData, but we also help you manage all your documents and contacts in one place. Providing top-level cybersecurity protocols and keeping your sensitive data from floating between multiple systems.
Masttro’s AI automates manual, error-prone workflows.
Released in 2023, our Doc AI tool is being used by advisors to automatically ingest and translate capital calls and distributions into WealthData for Masttro’s data views and key product features.
Powerful reporting that’s in-the-box.
No need to hire developers or more FTEs to manage your reporting capabilities. Masttro will get you there without extra cost incurred to your business. Get your data views, not a wild goose chase for an endlessly iterated excel sheet.
14 years of constant innovation, including AI applications.
Invest in Your Growth — Without the Rising Costs
At Masttro, we don’t price on AUM, instead celebrating your growth without increasing costs. Enjoy consistent flat rates for the products that drive your success.
Thousands of clients trust us with their wealth data. You can too.
We’re not just a tech tool. We are your tech partner.
"With Masttro, we're able to access client info quickly and efficiently to answer client questions thoughtfully, with accurate data."
- Danielle Roseman, Co-Head of Lazard Family Office Services
Watch the video
"I don't think there's anything out there that can equal Masttro, and you should absolutely be looking at this platform."
- Jeremy Boynton, Founder of Laureate Wealth
Watch the video
We don't price on AUM
At Masttro, we want to celebrate your growth with you (without a growing cost). We have always and will always price based on flat rates for the products that will help your business grow.
Get started today
Users
Privacy & Security
Data aggregation
Alternative Investments
Reporting
Available Devices
Document Management
Compliance
Local service & onboarding
Other
Software companies solving for only one piece of the wealth management software pie.
Pay per user / asset
Public cloud-based infrastructure (AWS)
Via third-party providers
Manual input & third-party translators
Complex builders with steep learning curve
Limited mobile experience, clumsy design
Non-existent
Non-existent
One-size-fits-all service
We understand the nature of your business and build something that allows you to grow and scale.
Fixed price, unlimited users
Military-grade protocols
Direct reconciliation and processing
AI & machine learning proprietary tools
Predefined templates from industry experts
Native Apps for iOS, Android and iPad
First-party feature with easy search
Dedicated compliance module & alerts
5 languages, knowledge center, custom onboarding plan
Speak with us
Thousands of clients trust us with their wealth data. You can too.
Speak with us