Complex wealth, analyzed and actionable.
Ask anything across every entity, asset class, or jurisdiction and get the answer in seconds. Masttro Intelligence is private, practical, and secure AI with a natural language interface and an encyclopedic understanding of your wealth.
“Masttro Intelligence has streamlined our document management and greatly reduced manual processes, enabling us to devote more time to strategic portfolio oversight and other high-value areas. It’s a huge leap forward in operational productivity and efficiency."
Dan Forman, Chief Investment Officer, Jefferson River Capital
Masttro Intelligence
Private and secure AI that knows your wealth.
Some AI-powered wealth management platforms share client data with third parties. With Masttro, you never compromise on privacy or security.
Masttro Intelligence runs inside the Masttro platform. Your wealth data never leaves the platform. No third party touches it, and no AI model trains on it. Even Masttro employees cannot access client data.
At the same time, Masttro Intelligence can access all your data and documents. Ask it a question in plain English and get an informed, attributable answer in real time.
100% Private AI
Encryption at rest and transit
Multi-factor authentication
Swiss-based infrastructure
Encrypted at
rest and in-transitNo training on cl
Zero employee data access
Fragmented files to structured knowledge.
Documents AI automatically ingests, processes, and catalogs any document into a centralized hub, intelligently linking every document to the entities and assets they relate to.
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Alts data aggregated automatically.
Alternatives AI automates the entire alternatives lifecycle: collects, categorizes, extracts transaction-level data, reconciles against cashflows.
A completely reinvented user experience.
Masttro Assistant allows users to interact conversationally with their data by voice or text, and trigger actions instantly: update valuations, generate custom reports and presentations, create alerts, assign tasks, or build personalized dashboards.
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Personalized reports on your command.
Reports Playground is an AI-driven reporting engine that interprets user intent, finds or generates reports, analyzes results, and provides insights. Customized reports can be published directly to clients.
Built-in tech support, at your service.
Knowledge Center is an NLP-powered knowledge assistant that answers user platform questions instantly. Eliminate support dependency, improve efficiency, and accelerate platform adoption.
