Product
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Multi Family Office Software
The Only True Multi Family Office Platform
Masttro is the only platform built from the ground up to meet the real operational demands of modern family offices. Designed by family offices, for family offices, it integrates global best practices into one unified solution, giving your team and wealth owners complete control, visibility, and confidence.
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Built for multi family offices and their clients.
Masttro is the original family office technology company. Established in 2010 by founders working within a complex, multi-generational family office, we have an inherent understanding of the needs within the space.
It’s why the platform delivers a real-time picture of wealth, across all asset classes, and guarantees 100% data privacy at all times.
160
+
Team Members
600
+
Direct Data-Feeds
300
k
Alternative Investments
10
k
+
End-users
31
Countries Served
Global adaptability for
every level of sophistication
The Masttro Multi-Family Office platform is built to centralize your operation, not only by consolidating assets but by giving your team and clients industry leading tools that empower the way they interact with their wealth.
Global Data Aggregation
Financial data aggregation with direct feeds to any custodian, bank, or broker. Multi-currency on both aggregation and reporting, without relying on third-party intermediaries.
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Alternative Asset Reporting
AI-powered document management automates alternative investment data ingestion, analysis and allocation. Get accurate, real-time portfolio valuations without the manual work.
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Streamlined Operation
Scale your operation through an holistic solution with integrated tools and features for legacy planning, tax and accounting subledger, cash flow projections, and more.
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Ultimate Privacy & Confidentiality
Military-grade data encryption at all times means nobody can access your portfolio data but you - not even Masttro employees.
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“Visually, from a user interface perspective, this is by far the easiest platform to add assets and to see our family mapping.”
TRUSTED BY INDUSTRY LEADERS
Data Aggregation
Spreadsheets are an unnecessary risk
Spreadsheets might seem safe, but they reduce your productivity and increase risk. Stop drowning in manual errors and broken formulas.
Masttro aggregates your data seamlessly giving you a unified, real-time view of your wealth. No more fragmented information or tedious manual processes — just clear, actionable insights at your fingertips.
Scale Multi Family Office Services
Integrated Features to Differentiate and Deliver
From real-time reporting and dynamic wealth structuring to automated commissions tracking and alternative asset oversight, our platform supports every layer of your operational delivery. Serve more clients, deliver better insights, and run a more streamlined, scalable practice with the tools to support each family’s unique needs.
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What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system..avif)
Alternative Investments
AI-powered investment management
Masttro is built to simplify the management of your most complex alternative assets.
Our AI module automates handling of capital calls, distributions and capital statements. Designed with a custom model that constantly trains and improves over time, it saves family offices from manual data handling, and improves security and convenience with instant document storage.
Data Automation and Reliability
The Only True Multi-Asset Solution
Financial Assets
Automated SecureDirect Data Feeds
Transaction level detail from
Custodians/Brokers Globally
Custodians/Brokers Globally
Updated daily
Alternative
Investments
Investments
AutomatedAI processor
Capital Statements (NAV),Capital Calls,
and Distributions.
Updated in real-time
Other
Non-Financials
Direct From Source Multiple methods
Tasks, excel, API, bulk uploads,cash-based mark-to-market.
Updated in real-time
Fixed Annual Pricing
A model built for
long-term partnership
Our business model is built around empowering your success, not benefitting from it.
With Masttro you own your data at all times, and our pricing model is not based on your AUM, safeguarding your integrity.
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
White-Labeled Digital Environment
Your brand. Your client experience. Powered by Masttro.
Masttro’s white-labeled digital environment allows yout multi family offices to deliver a branded experience.
From five families to fifty, every client logs into a secure, intuitive portal that carries your name and your standards to reinforce trust, transparency, and delivering a consistent experience across every relationship.
Leading User Experience
Total data privacy
and security
At Masttro, security isn’t just a feature, it’s our foundation.
We use military-grade encryption protocols for your data at rest and in-transit, multi-factor authentication, private cloud architecture and Swiss-based infrastructure - and no data is ever stored on devices.
Encrypted at
rest and in-transit
Multi-factor
authentication login
Private cloud
architecture
Swiss-based
infrastructure
Private
cloud architecture
No data
stored in devices
Internal
controls and permissioning
Swiss-based
infrastructure
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FAQs
Family offices managing complex wealth often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.
Can we see everything in one place?
Is there one interface for everyone, or does it change by user type?
How do you handle alternatives?
Who controls data access?
How is our data protected?
Will it work across multiple banks and currencies?
How long does onboarding take?
