Key Takeaways

Every family office, RIA or institution is unique, but there are common challenges that they often share. 

Finding a technology solution that solves these pain points in the most efficient and effective manner is crucial to their success. 

From investment reporting and portfolio accounting systems to CRMs and fragmented data platforms - the market has become saturated with software.

And not all solutions will handle the biggest challenges to help deliver core business outcomes like efficiency, scalability, client impact and ROI.

What are these pain points that we repeatedly see?

Below are five that our clients encounter - and how Masttro solves them.

Five pain points and how Masttro handles themThe pain point: Data siloed across banks, custodians and spreadsheets; Reports built and sent by hand; Private holdings hidden in PDF statements; Everyone has the same access; Tools bought but rarely used. With Masttro: One platform with real-time updates; Automated, branded, interactive reports; AI ingests, tags and reconciles alts data; Permissions by role, entity or user; Support, usage analytics and success plans.COMPARISONFive pain points and how Masttro handles themChallenges family offices, RIAs and institutions raise most oftenThe pain pointData siloed across banks, custodiansand spreadsheetsReports built and sent by handPrivate holdings hidden in PDFstatementsEveryone has the same accessTools bought but rarely usedWith MasttroOne platform with real-time updatesAutomated, branded, interactivereportsAI ingests, tags and reconciles altsdataPermissions by role, entity or userSupport, usage analytics and successplansSource: Masttro
Five pain points and how Masttro handles themThe pain point: Data siloed across banks, custodians and spreadsheets; Reports built and sent by hand; Private holdings hidden in PDF statements; Everyone has the same access; Tools bought but rarely used. With Masttro: One platform with real-time updates; Automated, branded, interactive reports; AI ingests, tags and reconciles alts data; Permissions by role, entity or user; Support, usage analytics and success plans.COMPARISONFive pain points and howMasttro handles themChallenges family offices, RIAs andinstitutions raise most oftenThe pain pointData siloed across banks, custodiansand spreadsheetsReports built and sent by handPrivate holdings hidden in PDFstatementsEveryone has the same accessTools bought but rarely usedWith MasttroOne platform with real-time updatesAutomated, branded, interactive reportsAI ingests, tags and reconciles altsdataPermissions by role, entity or userSupport, usage analytics and successplansSource: Masttro

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One: Siloed Wealth Data Across Platforms

Why it Matters: teams can waste hours reconciling data across banks, custodians, spreadsheets, and performance systems. This results in delayed reporting, manual errors and fragmented decision-making. Without a unified view, advisors are more reactive, less strategic.

The Solution: Masttro aggregates data sources across all asset classes and jurisdictions into a single, centralized wealth platform that provides real-time updates.

Two: Manual Reporting Workflows

Why it Matters: Teams can easily spend +50 hours a month building, editing, and distributing reports. Not only does it increase inconsistencies and security risk, but it’s time they could use for higher-value tasks.

The Solution: Masttro generates automated, branded, interactive reports in real-time. Wealth owners and advisors can access dynamic views, eliminating PDF chaos.

Three: Limited Transparency into Private Investments

Why it Matters: Most platforms struggle to show illiquid holdings, especially when statements are PDFs. This creates blind spots for CIOs and end-clients.

The Solution: Masttro’s AI-powered document module automatically ingests, tags, and reconciles alternative investment data. It means real-time visibility across hedge funds, PE, real estate, and more.

“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.”
Maurizio Cereda
Maurizio Cereda
Director, Wealthness
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Secure Visibility for Modern Family Offices

The main risks to family office data, and the controls that give the right people real-time access.
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‍Four: No Control Over Access or Permissions

Why it Matters: Security breaches and poor user experiences can result from everyone having the same access, or where unclear boundaries exist across generations or teams.

The Solution: Masttro enables granular permissions by role, entity, or user. Audit logs and tiered license visibility protect firms and build trust.

Five: Low Product Adoption 

Why it Matters: Even the best platform fails if no one uses it. Without ownership, enablement, and visibility, most tools go underutilized across organizations.

The Solution: Masttro’s dedicated service and support framework, usage analytics, success plans, and tailored license schemes help scale adoption from implementation onwards.

In their words
What clients say about Masttro
“The global wealth map is a critical piece that is a huge selling point to clients and prospects.”
Verified G2 User
Verified G2 User
Financial Services, Mid-Market
Verified G2 review
“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.”
Patricia Correa
Patricia Correa
Digital Strategy Director, Santander
“Masttro has helped us significantly improve the mapping and visibility of our corporate structure.”
Alejandro D.
Alejandro D.
Manager, Family Office