Key Takeaways
Assembling a Custom Tech Stack
Another option is to pick and choose their own customized tech stack from individual software offerings.
Picking and choosing solutions for data aggregation, alternative asset management, governance or document storage is possible — but integration and security are amongst the considerable risks in this approach.
The Masttro Alternative
Masttro offers a practical alternative to both of these: a full-stack family office software platform.
Purpose-built by family offices, for family offices, it’s a comprehensive solution that has 15 years of development and expertise behind it.
Five Dashboards Every Wealth Owner Needs
What Masttro Delivers
It allows users to easily view and manage all financial data from a single, highly intuitive interface, on desktop or mobile app.
Our interactive wealth map gives a holistic, real-time view of the entire estate: both liquid and illiquid investments — regardless of size or complexity.
Users get an unparalleled level of detail into any asset class, no matter what the format or data type, multi-currency on aggregation and reporting.
And they can access real-time insights on alternative investments via an AI module that automates alts data ingestion, analysis and allocation.
Built to evolve alongside family estate and investments, the platform has features to prepare wealth owners and heirs for transition planning.
All of this built on infrastructure protected by military-grade cybersecurity and data encryption protocols.
See It in Action
It’s the full-service software solution for family offices at any level of sophistication.
Speak to us to schedule a demo or find out more.
