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

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Case Study

Case Study: Henco Single Family Office

How Stonebridge uses Masttro's real-time data as a competitive advantage to grow their family office.

Case Study

Case Study: Henco Single Family Office

How Stonebridge uses Masttro's real-time data as a competitive advantage to grow their family office.

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Henco Single Family Office and Masttro Case Study

Masttro revolutionizes wealth management for family offices by uniting all financial data into one secure platform. With AI-driven insights, real-time dashboards, and military-grade encryption, Masttro offers tools for data aggregation, portfolio analysis, and compliance, enabling efficient management of complex wealth structures.

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