-
Professional Services Firms
Easily access a holistic view of your clients' portfolios and take advantage of opportunities globally. Masttro provides your business with a differentiated experience your clients will love.
SPEAK WITH US
Whether you are an accounting firm, law firm or consultant, Masttro was designed to help you track and oversee the wealth you administer with one source of truth.
Integrated compliance
KYC, AML validations, documentation and regulatory reports are seamlessly integrated in the platform, allowing robust controls that meet local regulatory standards.With Masttro, compliance is automatically supervised through a dedicated alert functionality.
Workflow management
The power of our technology integrates every employee in an institutionalized environment, significantly reducing back-office tasks.Time consuming allocation models, concentration risks, portfolio rebalancing and revenue management are drastically simplified.
Portfolio management & analytics
Establish investment profiles and manage product risk effortlessly. Masttro automatically executes pre and post trade validations, which notifies of deviations and properly rebalances your client’s portfolio.
Reliable data integration
Fully automated data aggregation with direct connections to any custodian bank you work with, in any currency, in any country.Save months of manual work and eliminate human error completely.
Client experience
Clients access their information & reports through a custom branded environment that delivers the client experience banks have been looking for.The client is always informed, information is secure, and reporting is done with a few clicks.
Want to learn how Masttro can serve your needs?
Tell us about your business and we’ll build you a solution.
SPEAK WITH US