Share the right story with the right people
Your data is only as good as the story you tell. Share and collaborate on your WealthData safely and securely.
Deliver best-in-class service with clear commentary and dynamic data.
Easily Manage Users & Permissions
Rest assured that every stakeholder has the right data views and documents, accessible via the right devices, at all times.
Get the Right Alerts When You Need Them
Define your risk parameters, configure notification settings, and free up your time to focus on the things that really matter.
For those with multiple portfolios, we’ve got you covered.
Have All Your Clients in One Place
Keep track of all portfolios you manage on Masttro, with powerful tools to visualize estates, assets and geographies for many clients.