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With over 15 years of pursuing innovation in wealth management technology, Masttro has developed some of the most cutting-edge features that empower family offices. 

These are essential features that enable efficient daily operations, from simplifying the most complex strategic decision-making processes through to the automation of repetitive manual tasks.    

Features like data aggregation that is truly global and multi-currency, with over 650 direct connections to banks on every continent. And AI-powered document management and intelligent alternative investment processing that handles any asset class. Or comprehensive portfolio management capabilities and industry-leading security standards that provide unparalleled data privacy. 

And then to build on these features, last year with Masttro Intelligence we completely reinvented the user experience, allowing platform users to interact conversationally with their data by voice or text, and trigger actions instantly. 

But the Masttro platform delivers far more than these features. While these might be the essential features that some of the world’s leading family offices were looking for when seeking a modern technology solution, there are others that contribute to make Masttro the easy choice

Here’s five features that your family office could benefit greatly from:

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Global Wealth Map 

A powerful visual-entity mapping tool that gives 360 degree visibility on family-specific wealth and ownership structures, it solves the traditional pains of siloed wealth records and undocumented holdings. Take an interactive demo

Secure Communication Portal 

Allows family offices to deliver interactive, real-time reports, securely share documents, and eliminate back-and-forth via email or PDF chains. Highly secure exchange of financial and other sensitive information, which means no more back-and-forth via email or PDF chains and ensure transparency that supports client retention. Take an interactive demo

Cash Management Registry 

Allows users to easily view uncategorized transactions then determine where each cash flow belongs and tie it accordingly. Streamline transaction administration for uncategorized cash transactions, review and categorize deposits and withdrawals for alternative investments and get total clarity on deposits, withdrawals and closed-end fund transactions.

Consolidate Portfolio Analysis 

Provides dynamic financial analysis and ad-hoc reporting to deliver quick answers as and when needed. View intuitive data visualizations, dynamic tables and charts, explore any asset down to a granular level of detail and answer complex wealth questions in a few clicks. Take an interactive demo

Compliance

Simplifies the management of risk profiles, helps review transactions, and ensures alignment with compliance standards. Strengthen your compliance oversight with AML, KYC, alerts, complaints, and risk reviews. Reduces risk and helps firms meet regulatory obligations.

If you’re a family office looking to upgrade your technology solution, Masttro provides a single source of accurate, full-picture data that gives both advisors and families ultimate control, transparency and peace of mind. 

Speak to us today to find out more.

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