Product
Solutions
For Wealth Managers & Advisors
Excellent data that leads to excellent service
A true overview of all your portfolios, including all asset types across all regions. Masttro is your technology partner to unlock scale efficiently.
Speak with us
5m+
Daily Transactions
322k
Documents Archived
36k
Financial Accounts Processed Daily
Masttro is an end-to-end tech platform that aggregates, synthesizes and visualizes all types of wealth so you can provide the highest level of service.
wealth_managers(01).png)
A tech partner to help you scale
Augment your team with a tool that will amplify productivity around the clock.
AI and machine learning automation
550+ custom custodian connections
Track all your portfolios at a glance
Zoom out and in on your portfolios with the click of your mouse to get the view you need fast.
Streamlined client communications & billing
From private equity to real estate, all alternatives can be tracked
wealth_managers(02).png)
Set and monitor portfolio risk parameters
Automate how you track portfolio performance and setup automatic notifications when you need to double click.
Easily monitor all client balance sheets
Alerts to automatically monitor risks
Deliver premium service at every level
Deliver the story of your client’s performance with the right tech and the right reports.
Custom reporting and dashboard building
Simple permissioning and secure data sharing
Maurizio Cereda
Director, Wealthness
“Masttro quickly turned out to be much more than a technology vendor... Their business model makes them a true technological partner that supports us proactively in our growth strategy, and in turn has differentiated our value proposition tremendously.”
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
Speak with us
Ready to see how Masttro can help you grow?
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?
Lorem ipsum dolor sit amet consectetur. Vitae nec netus eu senectus purus tortor elementum sociis malesuada. Placerat odio nisi laoreet viverra sagittis massa fermentum. Porta faucibus.
How does Masttro improve document storage?
Lorem ipsum dolor sit amet consectetur. Vitae nec netus eu senectus purus tortor elementum sociis malesuada. Placerat odio nisi laoreet viverra sagittis massa fermentum. Porta faucibus.