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Solutions
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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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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.

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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
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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.”

We build connections that provide the best data. You use that data to provide the best service.

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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

Learn about our other product capabilities

Control

Simplify portfolio management with custom dashboards

Communicate

Create custom views and share WealthData securely

Connect

Effortlessly import your data from multiple sources

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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