For Family Offices

Your home for clarity on complexity

Masttro provides a full view of wealth that allows you to capture total net worth. Uniting all financial data in one place, we are here to do the heavy lifting: data aggregation, synthesis and visualization for all assets.

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This isn’t just theory

100%
View of Your Assets
550+
Custodian Connections
10k+
End Clients

Ultra-high-net-worth families have sophisticated investments.

Easily and securely communicate with clients

Use Masttro’s powerful permissioning tools to always communicate the right message to the right people, in the right format.

Multi-device support for data consumption on Windows, Mac, iOS, Android plus tablets
Easy and powerful permissioning to show the right views to the right stakeholders

Empower your tech stack with the latest in AI tech

Automate manual processes to reduce time on menial tasks and focus more on relationship building and client servicing.

Automatically ingest closed-end fund statements
Streamlined reconciliation process, plus investment vehicle and asset matching

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Experience ultimate data aggregation

From real estate to private equity, from cars to antiques and jewelry, we’ve got you covered to track every asset simply and securely.

Consolidate all financial accounts
Automatically update data

Document storage + comms

Streamlined document uploading, secure storage plus sharing options to all key stakeholders.

Searchable documents across the entire platform
Accessible in an estate structure by family member

Jose Luis Llamas

Trader, Quattro Wealth Management
“Finally, the most comprehensive and complete system available to manage all type of assets for a family.”

How Masttro compares to other software tools

Users
Privacy & Security
Data aggregation
Alternative Investments
Reporting
Available Devices
Document Management
Compliance
Local service & onboarding

Other

Software companies solving for only one piece of the wealth management software pie.

Pay per user / asset
Public cloud-based infrastructure (AWS)
Via third-party providers
Manual input & third-party translators
Complex builders with steep learning curve
Limited mobile experience, clumsy design
Non-existent
Non-existent
One-size-fits-all service

We understand the nature of your business and build something that allows you to grow and scale.

Fixed price, unlimited users
Military-grade protocols
Direct reconciliation and processing
AI & machine learning proprietary tools
Predefined templates from industry experts
Native Apps for iOS, Android and iPad
First-party feature with easy search
Dedicated compliance module & alerts
5 languages, knowledge center, custom onboarding plan
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Whitepaper

Expanding Family Office Capabilities

A Guide for Professional Services Organizations.

Download now
For Family Offices

Evolve your family office tech stack today

Tell us about your business and we’ll build you a solution.
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Frequently asked questions

How can I better track my family’s estate structure?

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How does Masttro improve document storage?

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