What is Masttro Intelligence?

It combines automation and AI with the precision, trust, and transparency demanded by the private wealth industry, offering a significant leap forward in operational efficiency, real-time actionability, reduced service dependency, and client-centric transformation.

How does Masttro Intelligence AI work?

Rather than simply layering AI on top of existing features, Masttro Intelligence embeds AI capabilities through an agentic intelligence architecture. This means AI capabilities that are proactive, contextual, and task-oriented, transforming how the platform operates.

What are the key Masttro Intelligence features?

Documents AI, Alternatives AI, Masttro Assistant, Reports Playground, Knowledge Center, and Client Documents.

How does Masttro Intelligence leverage Large Language Models (LLMs) and agentic systems?

Masttro embeds LLMs into an 'agentic system', which is a smart framework that surrounds the LLM with tools, logic engines, data access layers, and step-by-step reasoning processes. This hybrid approach allows Masttro Intelligence to leverage the strengths of LLMs for language understanding while integrating high-precision computation engines and symbolic logic for accurate calculations and complex analysis, ensuring both intelligent pattern recognition and reliable data processing. To audit AI-generated decisions and outputs and provide transparency, references are provided alongside responses so users can validate and audit where information was sourced.

How does Masttro Intelligence ensure data privacy and security when using AI?

Masttro Intelligence and its AI models are fully integrated into the secure Masttro platform, deployed in a private, isolated environment known as a Private AI Service. This means that unlike many public tools that rely on external third-party AI services, client data never leaves the security of the Masttro platform and is never exposed to external tools. And no client data is ever used to train the AI modules. The Masttro platform is ISO/IEC 27001:2022 certified (certificate available upon request).

Masttro Intelligence

Actionable insights,
in seconds

Seamless AI technology to transform wealth management workflows.

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With Masttro Intelligence,
you can do so much more.

The most significant innovation in wealth management technology in decades.
Not just incremental improvement, but a revolution in how data is consolidated, validated, analyzed, and experienced.

Document management

Fragmented files to structured knowledge

Documents AI automatically ingests, processes, and catalogs any document into a centralized hub, intelligently linking every document to the entities and assets they relate to.

Document titled Future Connections Group from Everest Advisory with highlighted financial details including ACME Fund, date November 2, 2020, a sum of USD 7,000,000.00, and management fees of 571,435.17 and 3,323.05.

Alternative investments

Alts data aggregated automatically

Alternatives AI automates the entire alternatives lifecycle: collects, categorizes, extracts transaction-level data, reconciles against cashflows.

Complex interfaces

A completely reinvented user experience

Masttro Assistant allows users to interact conversationally with their data by voice or text, and trigger actions instantly: update valuations, generate custom reports and presentations, create alerts, assign tasks, or build personalized dashboards.

Man wearing glasses and a blue button-up shirt smiling while holding a tablet with a semi-transparent screen showing private equity funds by strategy in a table and a pie chart.

Dashboard showing an equity table with columns for market value, realized and unrealized gain/loss, sector, beta, and IRR; includes a pie chart of equity allocation by sector and bar charts for top and bottom performers by IRR.

Reporting inefficiencies

Personalized reports on your command

Reports Playground is an AI-driven reporting engine that interprets user intent, finds or generates reports, analyzes results, and provides insights. Customized reports can be published directly to clients.

Technology adoption

Built-in tech support, at your service

Knowledge Center is an NLP-powered knowledge assistant that answers user platform questions instantly. Eliminate support dependency, improve efficiency, and accelerate platform adoption.

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

Swiss-based
infrastructure

Private server
instance

Private
cloud architecture

No data
stored in devices

Internal
controls and permissioning

ISO/IEC 27001:2022
certified

FAQ

Masttro Intelligence gives you the freedom to manage your wealth, not your data. To focus on relationships, not systems. And grow your capabilities, not your costs.

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Book a demo to see why over 400 leading family offices in 40+ countries choose Masttro:

750+ 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.

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