Family offices, advisors and institutions that adopt new reporting software frequently raise the same concern with us: the platform is capable, but only a few people on the team know how to run it, and support tickets slow everyone else down. This article explains how Masttro's Knowledge Center answers platform questions on demand, so your team can judge whether built-in help would reduce training time and the dependence on one or two experts.
We used AI tools to help gather research and speed up the first draft. That left more of our time for checking each figure against its original report and adding what we see in client conversations. A Masttro editor reviewed every claim, and members of our team read the article before it was published.
Key Takeaways
Wealth management software today is at the forefront of FinTech. The latest solutions can aggregate data across all asset classes, generate real-time reports for users on global assets in high-level detail, in any currency. At the same time, as these solutions become increasingly powerful, they become increasingly complex to operate, placing strain on support resources. But what if users had access to any answers on-demand, effectively becoming their own tech support?
Technology adoption challenges
Family offices, wealth advisors and institutions that embrace innovative technology have possibly felt a downside: slow adoption within internal teams and frustrating tech support delays. Sometimes just learning how to operate complicated interfaces requires weeks of training and creates a dependency on a handful of users. Even if this is avoided, when a user needs help, they don’t want a support ticket number and the promise of an answer in 24 hours. And with the latest advances in artificial intelligence, they deserve better.
Built-in tech support, at your service.
With Masttro Intelligence, AI capabilities are embedded into the platform through an agentic intelligence architecture. This extends to built-in tech support in the form of the Knowledge Center, a natural language knowledge assistant that can answer user questions on the platform instantly. No support tickets or waiting, Knowledge Center eliminates this external dependency, improves user efficiency, and accelerates platform adoption.
Redefining wealth management
Where modern wealth management software has been able to solve the challenges of fragmented data and manual workflows, solutions shouldn’t require months of onboarding and be limited by over-reliance on a few key users. Masttro Intelligence goes further than other solutions to solve this pain point, using AI to totally redefine productivity and client experience.
Cut out the learning curve
Technology is only valuable if it's fully utilized by teams that truly understand how to use it. Masttro Intelligence delivers the most powerful AI-enabled wealth management software, and through its intuitive natural language interface, completely cuts out the learning curve to make it easy for anyone to use.
For wealth management professionals and wealth owners using the platform, this translates to better insights, personalized experiences, and more time to focus on the most strategic tasks.
Take a tour of Masttro Intelligence to see how it works.
“Masttro allows us to consolidate all custodians and set up the entire legal structure to offer our clients a true holistic vision of their assets.”
Five Dashboards Every Wealth Owner Needs
“Masttro has been very helpful in helping aggregate all the assets and have a good picture of what our returns have been.”
"I find Masttro simple to use. It's great because it allows us to keep all our assets in one place and use it as a repository for documents, track investments, and create dashboards and reports on assets."
“Masttro quickly turned out to be much more than a technology vendor... Their business model makes them a true technological partner that supports us proactively in our growth strategy, and in turn has differentiated our value proposition tremendously.”
