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Consolidate

Import all your WealthData with easy connections and integrations

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Document AI

Automate data handling of capital calls, distributions and capital statements.

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Simplify portfolio management with custom dashboards and automation

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Create custom views for your clients and share WealthData securely

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Seamlessly integrate tooling with your current tech stack

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Case Study

Case Study: Stonebridge Family Office

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

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Stonebridge and Masttro Case Study

Masttro's white glove support and full-service onboarding helped Stonebridge transition decades of historical data onto the platform - and it wasn't long before Stonebridge saw a positive impact on their day-to-day operations. Discover how Masttro helped Stonebridge update their service offering and grow their business.

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