See Every Asset, Entity, and Account in One Place
Masttro gives family offices a single, trusted view of total wealth across complex structures, private investments, and global accounts—so your team can move faster with less manual work.
Built by a family office, for family offices.
Masttro's platform capabilities — data aggregation, cash flow management, proprietary custodial connections, customizable reporting, alternatives management, document automation and AI tools — give wealth owners and their trusted advisors ultimate control, transparency, and peace of mind to make informed, data-driven decisions in real time.
Aggregate Wealth
Clarity For the Most Complex Wealth
Make sense of even the most complex wealth structures with tools built specifically for cross-entity, cross-jurisdiction reality.
Masttro maps every legal entity, ownership stake, and asset class into a single, up-to-date Global Wealth Map that consolidates liquid assets, alternatives, private equity, real assets, collections, entities, and more into an intuitive, interactive view.
Act Efficiently
Scale Your Team Without Adding Headcount
Replace manual, repetitive work with AI that moves as fast as your clients do.
Masttro Intelligence uses conversational assistants, one-click reconciliation, and AI agents for documents, reporting, and alternatives to turn raw data into next steps in seconds—so lean teams can operate at scale and spend more time on relationships, not admin.
What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Trust Your Data
Data You Can Trust
Rely on a single source of accurate, fully reconciled wealth data, instead of piecing truth together from spreadsheets and portals.
Masttro’s bank-adherent data architecture, 650+ direct custodian connections, and AI-powered document processing continuously validate positions and cashflows, so you and your clients can make decisions with real confidence.
Insights on Demand
Turn complex portfolios into clear, client-ready stories with interactive dashboards and performance views that give every stakeholder the insight they actually need.
Masttro’s reporting combines pre-built templates, custom views, and AI-powered tools so you can design, schedule, and share dynamic reports that go far beyond static PDFs.
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Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Retain and Expand UHNW Relationships
Superior Client Service
Masttro's intuitive, user-friendly design prioritizes ease of use for wealth owners, not just their advisors.
Our platform provides clear visual insights, seamless mobile access, and straightforward reporting tools, empowering wealth owners to understand their financial position quickly and effortlessly — no technical expertise required.
Leading User Experience
Total data privacy
and security
At Masttro, security isn’t just a feature, it’s our foundation.
We use military-grade encryption protocols for your data at rest and in-transit, multi-factor authentication, private cloud architecture and Swiss-based infrastructure - and no data is ever stored on devices.
Encrypted at
rest and in-transit
Multi-factor
authentication login
Swiss-based
infrastructure
Private server
instance
Private
cloud architecture
No data
stored in devices
Internal
controls and permissioning
FAQs
Family offices managing complex wealth often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.