Encrypted, compliant collaboration for both families and advisors
A secure communication tool for sharing interactive reports and sensitive documents.
Masttro’s Secure Communication Portal (SCP) allows firms to deliver interactive, real-time reports, securely share documents, and eliminate back-and-forth via email or PDF chains.
Key features
Enables a secure exchange of sensitive financial information.
A secure communication tool for sharing interactive reports and sensitive documents, Masttro’s Secure Communication Portal (SCP) supports communication of sensitive information for families. For wealth managers and advisors, the SCP module delivers clarity and elegance to the client experience.
Enables highly secure exchange of financial and other sensitive information
More efficient collaboration, no more back-and-forth via email or PDF chains
A digital first, mobile-friendly communication experience
Demonstrates transparency, supporting client retention and satisfaction
Simplifies reporting with over 120 report templates to utilize
Protected by military-grade security protocols and encryption.
Empowers efficient collaboration
Delivers interactive, real-time reports, securely shares documents, and eliminates back-and-forth via email or PDF chains.
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Elevates the client experience
Demonstrates transparency, consistency, and professionalism through a digital first, mobile-friendly communication experience.
Simplifies reporting
Supports reporting with over 120 report templates for all wealth topics that can be shared, printed, downloaded and scheduled.
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Supports family communication
Acts as your family communication tool with easily organized folders for intuitive document access and sharing.
Private and confidential
Document sharing between clients and trusted partners is protected by military-grade security protocols and encryption.
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