Reporting that keeps up with any client
Masttro adds the alternatives, entity, estate, and total-wealth reporting functionality that your most complex clients require.
Built by a family office, for family offices.
Wealthy families hold assets across custodians and countries, distribute ownership through layers of entities, and invest in private markets, so their needs fall outside standard portfolio tools. Masttro was founded in 2010 inside a multi-generational family office to consolidate, control, and report on every asset they own. Today, we serve 400+ clients in 40+ countries: single and multi-family offices, RIAs, private banks, and professional services firms advising UHNW families. With 700+ custodian connections and 300K+ alternative investments, Masttro brings clarity to the most complex estates and lays a foundation for deep advisory relationships.
Data Aggregation
Global custodian coverage
Masttro connects directly to 700+ custodians and financial institutions across 40+ countries. There is no screen scraping and no third-party aggregator sitting between you and the data.
For clients with offshore accounts and investments, Masttro enables cleaner data intake into a fully integrated global net worth view.
Portfolio Reporting
Reporting that reflects the estate structure
Trusts, LLCs, foundations, holding companies and partnerships are modeled as they actually exist, with ownership percentages and look-through exposure at every level.
You can report on a single entity, on one branch of the family, or on the entire estate. The structure exists within your private environment and doesn’t need to be rebuilt each quarter.
What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Alternative Investments
Automated capital activity and document capture
Commitments, calls, distributions and manager valuations arrive as PDFs without a fixed schedule. Often, teams track them in a spreadsheet or a shared inbox.
Masttro’s Alternatives AI reads those documents, extracts data, and reconciles it against cash flows. 300K+ alternative investments run on the platform today, including private funds, direct deals and operating companies.
A flat annual fee, not tied to performance
Masttro charges one flat annual fee that’s not based on AUM or number of users. As your clients' wealth grows, Masttro doesn’t charge more.
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Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Leading User Experience
A view that drives value across the team
Every operator can use Masttro. The CFO, the investment team, the operations team and the wealth owner all work in the same system without needing a specialist to run the platform.
Clients see their full balance sheet on web and mobile, permissioned by role, entity or user. Start every meeting with clarity and a common source of truth.
Security
Private and secure by design
Client data is encrypted. Masttro employees cannot see it, and it is never used for benchmarking, marketing or AI training.
Encrypted at
rest and in-transit
Multi-factor
authentication login
Swiss-based
infrastructure
Private server
instance
Private
cloud architecture
No data
stored in devices
Internal
controls and permissioning
Schedule an intro
Book a demo to see why over 400 leading family offices in 40+ countries choose Masttro:
700+ custodial connections for a complete view of wealth, with no blind spots.
Automated data and document ingestion that eliminates manual collection and reconciliation.
Built for complexity, with one secure system for assets, entities, and reporting.
Fixed pricing, not AUM-based, so growth does not trigger higher platform costs or hidden fees.
FAQs
Family offices managing complex wealth often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.