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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.

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Videos

Masttro In A Minute

A quick series on using Masttro to manage and report on complex wealth.

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Get Answers & Insights From Portfolio Documents

We demonstrate how Masttro gives family offices instant access to critical information across complex estates.

Estate Mapping: How Family Offices Visualize UHNW Wealth

We demonstrate how Masttro aggregates and visualizes ultra-high-net-worth wealth into a single, interactive Global Wealth Map.

Generate Reports Using AI

We demonstrate how Masttro helps family offices generate reports on demand using a simple AI prompt.

Forecast Cash Flow & Model UHNW Liquidity

We demonstrate how Masttro helps family offices master UHNW cash flow projections and plan confidently for the future.

Simplify Complex UHNW Portfolios

We demonstrate how Masttro simplifies complex UHNW portfolio analysis and turns dense data into clear, actionable insights

Replacing Spreadsheets with Interactive Dashboards

We demonstrate how Masttro replaces spreadsheet-based reporting with dynamic, real-time portfolio analysis..

Manage Asset Valuations With AI

We demonstrate how asset valuations can be updated using a simple conversational prompt.