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Product

Consolidate

Import all your WealthData with easy connections and integrations

Data Aggregation

Document AI

Automate data handling of capital calls, distributions and capital statements.

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

Solutions
Family Offices
Wealth Managers & Advisors
Professional Service Firms
The Masttro Difference

Our Resources

Read our guides on how to improve client service and operations with wealth technology.

Company
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Lazard Asset Management

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

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Product Capabilities

Consolidate

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

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

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

Seamlessly integrate tooling with your current tech stack.
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Masttro API
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Flexible outputs to other tech platforms
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Javier C. Gutierrez
Kaelyn Embler
Evaristo Garcia

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