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Learn about Doc AI, our newest feature to automate ingestion of financial documents.
Learn about Doc AI
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Consolidate
Centralize your WealthData
Say goodbye to manual data entry. Effortlessly import your data from multiple sources.
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The Masttro Promise: we ingest all assets across all regions in any currency.
Capture Total Net Worth
Automatically ingest and synthesize every asset, empowering you (and your clients) with a holistic view of estate structure.
550+ custodian data feeds
Global estate overview
Control of client permissions
Assimilate Your Alternatives
From private equity and real estate, to car, art and antiques collections, put all investments and assets side by side in one overview.
47+ trackable asset types
AI document ingestion
Tools to ingest, report and take action
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.”
We build connections that provide the best data. You use that data to provide the best service.
Partner with the Best
Experience full-service onboarding to ensure a smooth transition from existing systems to your Masttro instance.
Dedicated wealth tech service experts
Custom-designed solution for your business
Local service teams in 4+ languages
Get tomorrow's competitive edge today
Tell us about your business and we’ll build you a solution.
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