The Only True Multi-Family Office Platform
Set your multi-family office up for long-term success with advanced wealth management capabilities, the most sophisticated data security, and a pricing structure that isn't based on AUM.
%20(2).avif)
Built from family office origins - it’s the Masttro difference
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.
“Masttro helps bring focus to where the money is and what the returns are. It helps clients get more educated in terms of financial markets, products, instruments and what the banks do right.”
— Sergio Guerrero, Founder, Multi-Family Office
A New Standard for
Global Wealth Technology
The Masttro technology platform is suited and adaptable to any Asset
Management business. Using global best practices and local experience,
the platform provides an integrated wealth management solution, giving
wealth advisors features that empower stronger client relationships.
Global Wealth Map
The Global Wealth Map solves the pains of siloed records and undocumented holdings.
Data Aggregation
With 650+ custodian connections to banks on every continent, the platform ingests all assets, in any currency.
connect.png)
Alternatives AI
Alternatives AI automates the full alternative investment lifecycle.
%20(1).png)
Portfolio Management
Tools that enhance workflows, deliver portfolio insights and help increase returns.
Data security
Masttro maintains industry-leading security infrastructure standards at all times.
.avif)
100% of wealth, visually mapped on one screen
Global Wealth Map
Masttro’s proprietary interactive mapping tool gives full visibility on wealth and ownership structures. A powerful digital wealth vault that gives 360° transparency into all entities, assets, documents, and relationships, it solves the traditional pains of siloed wealth records and undocumented holdings, while enabling custom user access permission.
Maps and manages entire family wealth structure
Visualizes total net worth and instantly reveals every detailed component
Displays how all family legal entities and assets fit together
Accurately records and reports ownership of assets and entities
Outlines wealth transfer/inheritance to heirs and beneficiaries
Establishes a single source of truth for the family members and advisors
Digital vaults securely store and monitor data, documents, and contacts
All assets, all regions, all currencies
Effortlessly Centralize Client Data
Say goodbye to siloed information and manual spreadsheets: Masttro aggregates and ingests all asset classes, from liquid investments to complex portfolio alternatives, including real estate, private equity holdings, and passion assets.
The platform provides a comprehensive global data aggregation solution - we never use third party intermediaries, instead providing direct daily transactional feeds to any custodian, bank, or broker. With the risk of manual errors eliminated and all investments and assets side by side, wealth advisors can easily provide clients with an accurate, holistic view of estate structures.
react.avif)
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)
Automate repetitive manual processes
AI-powered Capabilities for Enhanced Workflows
No more manual reconciliations, document management or handling of alternative investment data - the Masttro platform already useses Artificial Intelligence to solve critical pain points in modern wealth management.
With a suite of AI-powered tools integrated into the Masttro secure environment, we replace manual tasks and automate workflows, measurably saving time and cost. All part of our end-to-end solution that drives efficiency and scalability.
Data Automation and Reliability
The Only True Multi-Asset Solution
Custodians/Brokers Globally
Investments
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
Customizable to your brand
White Labelled
Digital Environment
Masttro’s white-labeled digital environment allows your multi family offices to deliver a branded experience.
From five families to fifty, every client logs into a secure, intuitive portal that carries your name and your standards to reinforce trust, transparency, and delivering a consistent experience across every relationship.
Security Isn’t a Feature, it’s Our Foundation
Sensitive information demands security and privacy without compromise
Our industry-leading cybersecurity infrastructure ensures the safety and confidentiality of all client information. Beyond that, we don’t use third-party financial data intermediaries, and not even Masttro employees can access your data.
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
Tell us a little about you so we can come prepared.
FAQs
Family offices managing complex wealth often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.
platform_modules_dark_mode.avif)
