Masttro

Category: Family Office Software

Masttro is a family office software solution designed to simplify the complexities of wealth management by transforming intricate financial data into clear, actionable insights. With a strong emphasis on transparency and automation, the platform provides a comprehensive view of wealth, enabling family offices to manage portfolios more effectively. The main objective of Masttro is to automate reporting processes and visualize ownership structures, thereby enhancing the modern client experience.

Masttro offers a range of solutions tailored to address the unique needs of family offices. The platform's capabilities extend beyond basic financial tracking and include advanced features like portfolio management, document management, and client communication tools. By leveraging cutting-edge technology, Masttro ensures that users have access to accurate and up-to-date information, facilitating better decision-making.

Key features of Masttro include its robust data aggregation capabilities and a secure document repository that stores over 800,000 documents. This function acts as a central hub for all critical files, ensuring secure sharing and easy access. Additionally, the platform's proprietary 'Rigid Flexibility' approach to reporting allows for customized dashboards and automation, tailored to meet the specific requirements of each family office.

Masttro serves a diverse client base, including single-family offices, multi-family offices, private banks, and wealth managers. The platform's flexibility and comprehensive feature set make it a valuable partner for organizations of varying sizes and complexities. While specific partnerships and metrics are not detailed, the platform's emphasis on integration and connectivity suggests a collaborative approach to wealth management.

From a technical perspective, Masttro employs a cloud-based architecture to provide seamless access and integration with existing systems. This ensures that clients can connect their current technology stack with Masttro's platform, enabling a streamlined workflow and enhanced data management. The platform's API availability further facilitates integration, allowing for custom solutions to be developed according to specific client needs.

Key Features

Masttro's platform is designed to offer a holistic view of wealth management for family offices. Its primary value proposition lies in its ability to automate complex financial processes and provide clear, actionable insights. The cloud-based solution allows for easy integration with existing technology stacks, enhancing operational efficiency and enabling better decision-making.

WealthData Consolidation
Custom Dashboards
Portfolio Management Automation
Secure Document Repository
Data Aggregation Tools
Document AI
Custom Client Views
Secure Document Sharing
API Availability for Integration
Rigid Flexibility Reporting
Ownership Visualization
Integration with Current Tech Stack
Over 800,000 Document Storage Capacity

Use Cases

Masttro is typically implemented in scenarios where family offices, multi-family offices, private banks, and wealth managers seek to improve operational efficiency and enhance their decision-making capabilities. The platform supports various workflows, from automating portfolio reporting to secure document management, streamlining operations, and facilitating clear communication with clients.

Automate portfolio reporting for quarterly family meetings
Consolidate multi-currency accounts for unified reporting
Securely store and share critical documents with stakeholders
Create customized dashboards for different family members
Automate compliance reporting to meet regulatory requirements
Visualize complex ownership structures for better insights
Integrate with existing CRM systems for enhanced client management
Develop custom financial reports using document AI
Centralize document management for easy retrieval and sharing
Enhance client communication with tailored views and data presentations

Integrations

Masttro offers extensive integration capabilities, allowing seamless connectivity with a variety of financial systems and tools. The platform supports API availability, ensuring flexible data connectivity and enabling family offices to leverage a robust ecosystem of partnerships for enhanced functionality.

Bloomberg
Factset
Custodians
Private Banks
Wealth Management Platforms
CRM Systems