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Wealth management is an industry that runs on data, but this data is scattered, disorganized, and uncategorized. Some data comes in transactional feeds, much of it in PDFs and other static documents. And even once it’s consolidated, the overwhelming volume of data means extracting useful information buried within is a monumental task. While this might seem like an insurmountable challenge, it’s exactly the type of data-oriented problem AI tools thrive at solving.
Key Takeaways
Fragmented files, unstructured knowledge
Family offices and wealth advisors require real-time information, but data is scattered everywhere. Sensitive documents on investments, insurance, succession, and ownership entities are spread across portals, drives, and emails. Alternative investment data also comes buried in documents. Add to this all the client documents that need to be managed, with data needing to be extracted when needed. Manual document categorization is slow and error-prone, and there are security concerns with who can access these sensitive documents and the data within.
Rethink data interaction
What’s the most efficient solution to the challenge presented by all these documents and fragmented data? Completely rethinking how users interact with their data. That’s exactly what Masttro Intelligence does. It combines automation and AI with the precision, trust, and transparency demanded by the private wealth industry. Rather than simply layering AI on top of existing features, it embeds AI capabilities through an agentic intelligence architecture, creating capabilities that are proactive, contextual, and task-oriented, transforming how the platform operates.
Process documents effortlessly (yes, even alts)
Masttro Intelligence features the Documents AI module, which updates the traditional document management workflow. It can automatically ingest, process, and catalog any document into a centralized hub, intelligently linking every document to the entities and assets they relate to. It also enables dynamic permissioning to maintain access controls and ensure security.
Alternatives AI complements this to solve the pain point presented by alternative investments: it automates the entire alternatives lifecycle: collecting, categorizing, and extracting transaction-level data, then reconciling against cashflows.
With all documents ingested, processed and analyzed, users can then interact with this data more easily than ever before through the Masttro Intelligence Assistant. This is an NLP prompt-based feature that allows users to extract insights on command, helping to institutionalize knowledge across teams and drastically reducing learning time.
Stop chasing documents, start serving clients.
Masttro Intelligence represents the cutting-edge in AI technology, a significant leap forward in operational efficiency and real-time actionability that reduces service dependency. It means that family offices, wealth advisors and institutions no longer need to consider document management and processing data as a resource burden.
Take a tour of Masttro Intelligence to see how it works.
Case Study: Stonebridge Family Office
