Lazard Asset Management

How a 175-year old investment firm chose Masttro as their tech partner.

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Our Partner: Lazard Asset Management

"With Masttro, we're able to access client info quickly and efficiently to answer client questions thoughtfully, with accurate data."

-Danielle Roseman, Co-Head of Lazard Family Office Services

Lazard is a financial advisory firm founded in 1848, with the mission of providing trusted, independent financial advice and investment solutions to clients, backed by the intellectual capital of the team. Their Family Office Services team was seeking the right technology to holistically serve clients, going beyond mere reporting to provide one full repository of data, documents and estate information. Masttro works with Lazard as a trusted partner to empower clients across their entire wealth map, to provide access to their information on a daily basis.

Product Capabilities

Consolidate

Import all your WealthData with easy connections and integrations.
550+ custodian feeds
Alternatives ingestion
Best-in-class onboarding
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Control

Simplify portfolio management with custom dashboards and automation.
Portfolio management
Task management
Custom dashboards
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Communicate

Create custom views for your clients and share WealthData securely.
Secure sharing
Document storage
Easy permissioning
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Connect

Seamlessly integrate tooling with your current tech stack.
Masttro API
Flexible outputs to other tech platforms
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Kieran Quinn
Zach Grau
Brett Rogers

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