Product
Solutions
Learn about Doc AI, our newest feature to automate ingestion of financial documents.
Learn about Doc AI
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Communicate
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.
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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.
Customize user access
Upload docs to store automatically
Share reports instantly with secure sharing
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.
Receive instant alerts on any device
Set notifications differently by portfolio
Easily manage client notifications by user
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Patricia Correa
Digital Strategy Director, Santander
“Masttro allows us to consolidate all custodians and set up the entire legal structure to offer our clients a true holistic vision of their assets.”
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.
Build relationship analyses with custodians
Track all fees and commissions, and identify deviances in paid vs charged
Get tomorrow's competitive edge today
Tell us about your business and we’ll build you a solution.
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