Every listed equity in one view, no matter where it's held.
Masttro consolidates a family’s entire public equity portfolio, whether stocks are held directly or in separately managed accounts, across custodians, currencies, and jurisdictions.
“Finally, the most comprehensive and complete system available to manage all types of assets for a family.”
Jose Luis Llamas, Wealth Management
Key features
Public Equity Reporting
Public equities look like the easy asset class until they're spread across managers, custodians, and currencies, and no one can state the family’s true sector or FX exposure.
Masttro consolidates them. Aggregate and report on every listed holding inside the Global Wealth Map, with volatility, beta, sector, and exposure analytics at your disposal.
Exhaustive coverage of listed equities: single stocks, ADRs, ETFs, and equity funds, held directly or through managers
Security-level capture of market cap, sector, bank/broker, and geography
Volatility, beta, and average exposure calculated across the whole book
Prices and marks that are kept current through direct data feeds
Detailed statements in local and reporting currency for precise reconciliation
Comprehensive tear sheets for every individual security
Every listed holding, mapped to the family
Capture the family's equity exposure inside a multidimensional Global Wealth Map alongside every other asset. Single stocks, ADRs, ETFs, and equity funds sit beside fixed income, alternatives, real estate, and cash.
Whether held directly or through managers and entities, Masttro lets you visualize everything in one connected view, across borders and currencies.
Allocations, exposure, and IRR at a glance
A one-page executive statement of the equity book, showcasing the top holdings with each security’s share of the asset class and of total assets, plus market value, and the KPIs that matter: variation, P/L, average volatility, average beta, and IRR.
Configurable charts break the portfolio down by security type, market cap, bank/broker, and FX exposure, all configurable from the report settings panel.
The entire portfolio, visualized
Apply a multilevel visual analysis to the equity portfolio. Volatility, sector, holdings currency, beta, FX exposure, and geographic exposure are rendered as clear, comparable charts.
The principal can read concentration and risk in seconds, and the operator can defend the positioning in a meeting using presentation-ready visualizations.
Every position, in a single statement
A comprehensive, security-by-security statement of the equity book. Each holding is presented in local and reporting currency with units, cost, market value, P/L, sector, and country.
The team can drill down from the whole book to a single position in the same view, with every number reconciled to custodian records.
The complete record for a single security
Everything you need to know about any given holding, all in one place. The tear sheet keeps details related to each security, like sector and beta, and layers on analysis.
A comprehensive, single-security record ready to share. One place to see the position, a price chart, and performance since acquisition.
Public markets, private markets, and everything the family owns beyond them.
The Family Office Upgrade Playbook
Whether you're building your tech stack for the first time or replacing a system that no longer scales, this playbook gives you a clear operating framework grounded in how modern family offices run.
Signs you've outgrown Excel
How to evaluate platforms without a 6-month RFP
Tech stack examples from family offices
What to ask before committing to a platform
Schedule an intro
Book a demo to see why over 400 leading family offices in 40+ countries choose Masttro:
700+ custodial connections for a complete view of wealth, with no blind spots.
Automated data and document ingestion that eliminates manual collection and reconciliation.
Built for complexity, with one secure system for assets, entities, and reporting.
Fixed pricing, not AUM-based, so growth does not trigger higher platform costs or hidden fees.
Get tomorrow's competitive edge today