A comprehensive portfolio management solution
Tools that enhance workflows, deliver portfolio insights and help increase returns.
Masttro enables detailed financial analysis and interactive reporting, while solving the pain points of investment drift and non-compliant exposures.
Key features
Comprehensive Portfolio Management
Masttro provides a comprehensive set of features to collectively enhance your portfolio management capabilities, with tools for strategic investment management, detailed financial analysis, interactive reporting, and the means to monitor and mitigate risks.
Get a holistic overview of investments and analyze data through intuitive dashboards, and use Masttro’s secure communication tools and mobile app for seamless, secure access and communication.
Get a holistic view of accounts, parameters, investment policies and strategies
Quickly analyze portfolio performance and exposure by consolidating all asset classes and entities
Manage investment policies, including exposure, diversification, restrictions, and risk profiling
Custom, interactive tools for tailored portfolio reports and presentations
Create model portfolios using specific securities
Ensures secure investment reporting and communication between parties
Mobile access to portfolio management tools, anytime, anywhere
Intuitive investment management
Masttro’s Consolidated Portfolio Analysis (CPA) module allows users to quickly analyze portfolio performance and exposure by consolidating all asset classes, custodians, bank accounts, and managers in one place. See complex entity structures across generations and investments. Explore data through intuitive dashboards, dynamic tables, charts, and advanced filtering. Answer portfolio questions in a few clicks.
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Easily manage investment policies
Masttro’s Portfolio Management Center (PMC) module solves the challenges of investment drift and non-compliant exposures. It allows users to monitor and mitigate risks by setting up investment profiles, limits, restrictions and diversification policies, to ensure investment portfolios stay in line with their risk tolerance and goals.
Custom, interactive reporting
Users can design tailored reports and presentations without external tools, offering preset layouts and flexible configuration. Reports can easily be published for client delivery, or alternatively as interactive dashboards for ongoing analysis.
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Create model portfolios, limit risks
Advanced modelling tools allow users to create models using specific securities with a target allocation for each. Set limits on the level of exposure (risk tolerance) to specific aspects. Configure centralized investment targets by asset class, security type, and security. Create user-defined, blended benchmarks.
Secure communication, mobile access
Masttro’s Secure Communication Portal (SCP) facilitates secure portfolio reporting and communication between wealth owners, family offices, and advisors. And the Masttro mobile app offers streamlined access to the portfolio management features, anytime, anywhere.
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