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For Professional Service Firms

Time to level up your client experience

Equip your team with the best-in-class wealth data platform on the market. See clearer, communicate faster and report the story you need when you need it.

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This isn’t just theory

28
Countries Served
10k+
End-Clients
5m+
Daily Transactions

We are your tech partner to provide top tier client experiences with the right tech, reports and a beautiful UI.

Native mobile apps for easy client access

First-party native apps for any mobile or tablet device, for an optimal premium client experience.

iOS and Android native app support
iPad app for easy report viewing

Global wealth map for easy task management

Use one of our industry-leading modules to manage legal documents & estate planning.

Document storage and secure sharing
One holistic overview of every estate

Scalable deployment options & permissioning

Give the right clients the right levels of access, with easy to setup user-level permissions.

Scale reporting detail to the right recipient
Setup custom alerts for end users

A beautiful, user-friendly UI for that “wow” factor

Many platforms try to manage complexity, few platforms do that as elegantly as Masttro.

Expert-created reporting templates
Powerful view of estate structures & ownership

Patricia Correa

Digital Strategy Director, Santander
“Our private wealth clients are extremely demanding. With Masttro, we can support our clients’ needs with a state-of-the-art wealth platform that allows us to consolidate all custodians, integrate and organize non-financial assets and set up the entire legal structure to offer our clients a true comprehensive and holistic vision of their assets.”

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

Five Dashboards Every Wealth Owner Needs

Finding the right wealth tech might be your most pressing mandate this decade.

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For Professional Service Firms

Learn how Masttro can fit into your tech stack

Tell us about your business and we’ll build you a solution.
Speak with us

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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