| Wealth & Estate Visibility | Purpose-built family office Operating system that allows you to consolidate all assets and liabilities, map complex ownership structures, link documents and relationships to give each family member and team a real-time view of total net worth | Investment reporting and portfolio management platform for asset owners, managers and family offices, focused on investment data, analytics and reporting |
| Custodial Connections | Direct connections to 650+ custodians globally, plus robust handling of private equity, real estate, operating companies and “passion” assets—so a single WealthData layer powers reporting and AI across all wealth, not just listed portfolios | Daily consolidated data feeds from 500+ custodians, with support for traditional and alternative assets so multi-asset portfolios can be monitored and reported consistently across families |
| Alternative Investments | AI engine automates alternative investment data ingestion, capturing underlying inflows and outflows for deep investment analysis (J-curve) and relevant metrics (IRR, ROIC, MOIC, DPI, RVPI) | Offers automated Alts Data Management that is a feed into portfolio view |
| Pricing | Fixed annual subscription. Grow AUM without increasing subscription costs | Landytech uses bespoke, configuration-based pricing—typically tailored to factors like number of portfolios, entities and data feeds |
| Privacy & Security | Military-grade security and private-tenant architecture designed for ultra-sensitive family data, not just portfolios—so one platform can safely hold account data, ownership information, legal documents and personal records without bringing in additional data processors | Security-first SaaS infrastructure aimed at regulated financial institutions, with role-based access to portfolio and reporting data and a growing ecosystem of administrators and partner |
| Document Management | Complete document management system that handles, stores, and organizes vast amounts of financial documents efficiently for easy access | Securely stores uploaded documents within the platform and automatically sources and extracts key data linking them to related assets and portfolios |
| Mobile Access | Masttro’s mobile apps on iPad, iPhone, and Android deliver the full Digital Family Office experience anywhere—interactive net worth and portfolio analytics , published reports, asset and contact management, and platform-generated alerts and notifications, all with integrated login tokens and customizable security settings | Mobile app is a portfolio companion: it surfaces snapshots with latest AUM, key performance metrics, access to recent investment reports and real-time notifications |