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Product

Consolidate

Import all your WealthData with easy connections and integrations

Data Aggregation

Document AI

Automate data handling of capital calls, distributions and capital statements.

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

Solutions
Family Offices
Wealth Managers & Advisors
Professional Service Firms
The Masttro Difference

Our Resources

Read our guides on how to improve client service and operations with wealth technology.

Company
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Hook up your data to your business

No longer does your WealthData need to be siloed. Plug Masttro into your business to integrate your entire tech stack.

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Empower your business with any connection to any platform.

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Link Up to the Platforms You Use Most

Get connected with Masttro’s API, allowing you to build connections with platforms you use in your business.

Work Better with Your Accounting Tools

Leverage our accounting reports to translate each line of your investment data to accounting output.

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WealthBriefing

Awards Committee
"The adoption of AI and machine learning technology to enhance its reporting solution set it apart from the competition."

Go beyond technical requirements, build amazing human connections.

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Connect Great Software and Talented Experts

Know that, before, during and after all the technical stuff, you will be supported by a global team of wealth tech professionals.

White glove onboarding experience
Dedicated account manager for service

Learn about our other product capabilities

Control

Simplify portfolio management with custom dashboards

Communicate

Create custom views and share WealthData securely

Consolidate

Import all your WealthData with easy connections

Kieran Quinn
Zach Grau
Brett Rogers

Get tomorrow's competitive edge today

Tell us about your business and we’ll build you a solution.
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