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Introducing Masttro Intelligence. Breakthrough AI technology to transform wealth management workflows.
Learn about Masttro Intelligence
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Product

Consolidate

Import all your WealthData with easy connections and integrations

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

Masttro stores over 800k documents, acting as a central repository for key files with secure sharing.

Consolidate Overview
Data Aggregation
Document AI

Masttro pioneers the 'Rigid Flexibility' philosophy of reporting, with industry-tested dashboards and no time wasted.

Control Overview

Masttro has a powerful suite of mobile apps for easy data access and live data views for wealth owners.

Communicate Overview

Masttro can plug into your tech stack with its API endpoints, to suit downstream applications of your choice.

Connect Overview
Solutions
Single-Family Offices
Learn how Masttro powers single family offices to improve wealth owner service capabilities.
Multi-Family Offices
Pricing structure that isn't based on AUM to set your multi-family office up for long-term success.
Wealth Managers & Advisors
See how Masttro enables RIAs and wealth advisors to scale their operations efficiently.
Professional Service Firms
Explore how Masttro plugs into top accounting, and legal firms for a best-in-class client experience.
The Masttro Difference
Discover the combination of people and innovation that sets Masttro apart.
Masttro Intelligence
Instinctive AI that alters how you interact with data.

Case Studies

See how we have helped improve client service and operations in some of the world’s top companies.

Company
The Masttro Difference
Discover the combination of people and innovation that sets Masttro apart.
Our Team
Get to know the Masttro team and our global offices.
FAQs
Explore answers to some of our most frequently asked questions.
Pricing
Invest in your growth without the rising costs.

Insights Blog

Latest Webinars

Resources

Pricing
Speak with us
Product

Consolidate

Import all your WealthData with easy connections and integrations

Data Aggregation

Document AI

Automate data handling of capital calls, distributions and capital statements.

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

Solutions
Family Offices
Wealth Managers & Advisors
Professional Service Firms
The Masttro Difference
Masttro Intelligence

Our Resources

Read our guides on how to improve client service and operations with wealth technology.

Company
Insights
Latest Webinars
Resources
Careers

Our people

Get to know our team of wealth tech experts based around the world.

Pricing
Speak with us

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Product

Consolidate
Data Aggregation
Document AI
Control
Communicate
Connect

Solutions

Family Offices
Wealth Managers & Advisors
Professional Service Firms

Company

Global team
Webinars
Insights
Resources
FAQs
Speak with us

Offices

New York City
Zurich
Monterrey
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