Product
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Solutions
Company
Family Office Software
One Source of Truth for Complex Family Wealth
Consolidate reporting, automate private investment workflows, and bring every entity and asset into one trusted, secure system — built for the realities of modern family offices.
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Built by a family office, for family offices.
Masttro is the original family office technology company. Established in 2010 by founders working within a complex, multi-generational family office, we have an inherent understanding of the needs within the space.
It’s why the platform delivers a real-time picture of wealth, across all asset classes, and guarantees 100% data privacy at all times.
7
m+
Daily Transactions
650
+
Direct Data-Feeds
300
k
Alternative Investments
10
k
+
End-users
40
Countries
What sets Masttro apart
Data Aggregation
A true, direct system of record — not a data relay
Masttro connects directly to over 650 global custodians and financial institutions. This means cleaner data, fewer breaks, faster reconciliation and a trusted, total view of wealth across all assets and jurisdictions.
Other platforms rely heavily on third-party data aggregators or screen scraping. This usually means a longer timeline to implementation and an incomplete or unreliable view of wealth.
Portfolio Reporting
One consolidated reporting foundation — not stitched together views
Masttro unifies entities, custodians, public markets, and private investments into a single, defensible reporting environment. Cross-entity consolidation, look-through exposure, and ownership structures are built into the core system — not recreated in spreadsheets each cycle.
Dashboards can display data. Masttro structures it, governs it, and makes it traceable — so every number holds up under scrutiny.
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..avif)
Alternative Investments
Private markets automation built in
Masttro is built to simplify the management of your most complex alternative assets.
Our AI module automates handling of capital calls, distributions and capital statements. Designed with a custom model that constantly trains and improves over time, it saves family offices from manual data handling, and improves security and convenience with instant document storage.
Data Automation and Reliability
The Only True Multi-Asset Solution
Financial Assets
Automated SecureDirect Data Feeds
Transaction level detail from
Custodians/Brokers Globally
Custodians/Brokers Globally
Updated daily
Alternative
Investments
Investments
AutomatedAI processor
Capital Statements (NAV),Capital Calls,
and Distributions.
Updated in real-time
Other
Non-Financials
Direct From Source Multiple methods
Tasks, excel, API, bulk uploads,cash-based mark-to-market.
Updated in real-time
Fixed Annual Pricing
A model built for
long-term partnership
Our business model is built around empowering your success, not benefitting from it.
With Masttro you own your data at all times, and our pricing model is not based on your AUM, safeguarding your integrity.
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
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Leading User Experience
An interface designed for wealth owners
Masttro's intuitive, user-friendly design prioritizes ease of use for wealth owners, not just their advisors. Our platform provides clear visual insights, seamless mobile access, and straightforward reporting tools, empowering wealth owners to understand their financial position quickly and effortlessly — no technical expertise required.
Leading User Experience
Total data privacy
and security
At Masttro, security isn’t just a feature, it’s our foundation.
We use military-grade encryption protocols for your data at rest and in-transit, multi-factor authentication, private cloud architecture and Swiss-based infrastructure - and no data is ever stored on devices.
Encrypted at
rest and in-transit
Multi-factor
authentication login
Private cloud
architecture
Swiss-based
infrastructure
Private
cloud architecture
No data
stored in devices
Internal
controls and permissioning
Swiss-based
infrastructure
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FAQs
Family offices managing complex wealth often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.
Can we see everything in one place?
Is there one interface for everyone, or does it change by user type?
How do you handle alternatives?
Who controls data access?
How is our data protected?
Will it work across multiple banks and currencies?
How long does onboarding take?