Product
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Solutions
Company
RIA Software for Portfolio Reporting
Built for advisors managing complex wealth
Masttro is the next evolution of wealth technology for RIAs who serve ultra-high net worth clients. Unites every asset class, entity, and account into a single, secure platform and deliver a personalized, family-office-grade client experience.
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Built from family office origins - it’s the Masttro difference
Masttro is the original family office technology company. Established in 2010 by founders working within a complex, multi-generational family office, we have an inherent understanding of the needs within the space.
It’s why the platform delivers a real-time picture of wealth, across all asset classes, and guarantees 100% data privacy at all times.
160
+
Team members
650
+
Direct data-feeds
7
m+
Daily transactions
10
k
+
End clients
33
Countries served
“Masttro helps bring focus to where the money is and what the returns are. It helps clients get more educated in terms of financial markets, products, instruments and what the banks do right.”
— Sergio Guerrero, Founder, Multi-Family Office
A new standard for
global wealth management
Purpose-built for firms that serve UHNW clients, Masttro brings together every dimension of client wealth with precision and simplicity.
From liquid markets to non-bankable alternative assets, to intergenerational family structures, Masttro is the full-stack platform that helps RIAs scale intelligently.
Global Data Aggregation
An unparalleled level of detail into any asset class, no matter what the format or data type. Multi-currency on aggregation and reporting.
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Leading Client Experience
Our intuitive user-friendly interface means users can easily access real-time information and run reports, from either web or mobile app.
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Total Net Worth Overview
Our interactive wealth map gives a holistic, real-time view of the entire estate. Both liquid and illiquid investments - regardless of size or complexity.
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Alternative Investments
Real-time insights via our AI module that automates alternative investment data ingestion, analysis and allocation.
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Future Proofing
Built to evolve alongside family estate and investments, with features to prepare wealth owners and heirs for transition planning.
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A culture of cybersecurity
Military-grade cybersecurity and industry-leading data encryption protocols for unparalleled data privacy.
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Built for RIAs Serving Complex Families
A smarter way to serve clients
Masttro helps RIAs bring family office-level service to every client without adding complexity. It combines all assets and accounts in one secure platform, giving advisors a clear and accurate view of total wealth. With automated reporting and agentic AI tools, advisors can spend less time inputting data and more time building stronger client relationships.
Maps and manages entire family wealth structure
Visualizes total net worth and instantly reveals every detailed component
Displays how all family legal entities and assets fit together
Accurately records and reports ownership of assets and entities
Outlines wealth transfer/inheritance to heirs and beneficiaries
Establishes a single source of truth for the family members and advisors
Digital vaults securely store and monitor data, documents, and contacts
Data Aggregation
Sound investment decisions start with real-time, uniform data.
Using Masttro, you can aggregate bank data from any corner of the world, regardless of data format. This ensures the highest standard of data quality, as well as best-in-class protection of our clients’ most sensitive information with a comprehensively designed in-house tech system.
What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system..avif)
Automate Document Processing
From document to data in seconds
Masttro replaces hours of manual processing with a fully automated document workflow. Upload or forward PDFs of any format, and the platform instantly ingests and classifies them by type. AI then analyzes the contents, extracts key data, and maps it directly into your instance—ready for dashboards, reporting, and live portfolio valuations within moments.
Data Automation and Reliability
The Only True Multi-Asset Solution
Financial Assets
Automated SecureDirect Data Feeds
Transaction level detail from
Custodians/Brokers Globally
Custodians/Brokers Globally
Updated daily
Alternative
Investments
Investments
AutomatedAI processor
Capital Statements (NAV),Capital Calls,
and Distributions.
Updated in real-time
Other
Non-Financials
Direct From Source Multiple methods
Tasks, excel, API, bulk uploads,cash-based mark-to-market.
Updated in real-time
Invest in your growth — without the rising costs.
A model built for
long-term partnership
Our business model is built around empowering your success, not benefitting from it. With Masttro, you own your data at all times, and our pricing model is not based on your AUM, safeguarding your integrity.
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Customizable to your brand
White Labelled
Digital Environment
Masttro’s white-labeled digital environment allows your multi family offices to deliver a branded experience.
From five families to fifty, every client logs into a secure, intuitive portal that carries your name and your standards to reinforce trust, transparency, and delivering a consistent experience across every relationship.
Security Isn’t a Feature, it’s Our Foundation
Sensitive information demands security and privacy without compromise
Our industry-leading cybersecurity infrastructure ensures the safety and confidentiality of all client information. Beyond that, we don’t use third-party financial data intermediaries, and not even Masttro employees can access your data.
Encrypted at
rest and in-transit
Multi-factor
authentication login
Swiss-based
infrastructure
Private server
instance
Private
cloud architecture
No data
stored in devices
Internal
controls and permissioning
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FAQs
Family offices managing complex wealth often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.
Can we see everything in one place?
Is there one interface for everyone, or does it change by user type?
How do you handle alternatives?
Who controls data access?
How is our data protected?
Will it work across multiple banks and currencies?
How long does onboarding take?
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