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.

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This isn’t just theory

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.

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

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

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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
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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 Wealth Managers & Advisors

Ready to see how Masttro can help you grow?

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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