Purpose-built for UHNW family offices, private banks, and RIAs to aggregate every asset, visualize total net worth, analyze performance, and publish audit-ready reporting, all on one secure platform.
Who We Serve
Masttro is a comprehensive operational support platform that goes beyond investment reporting. We put wealth owners at the center to empower efficient workflows, better experiences and more control.
Family offices
Clarity and control so UHNW principals get answers fast- and you can deliver boutique service without busywork.
Unify all asset classes. A consolidated view of total wealth—financial, alternative, and non-financial—in one secure source of truth
Deliver Insights. Interactive Dashboards & Bespoke reporting - delivered on demand.
Strengthen Succession & Governance. Legacy planning features to prepare wealth owners across generations
Safeguard privacy and confidentiality. Client-controlled encryption keys and Swiss-based infrastructure
Multi-Family Offices
A powerful, intuitive digital ecosystem to scale operations efficiently.
Unify all client data. Aggregate client portfolios across custodians, currencies, and asset classes into one clear, real-time view
Reduce manual processes. Automate reporting, compliance, and portfolio analytics and free up advisor time
Streamline Alternatives. AI-powered tools for alternative investment doc capture, capital calls, and performance tracking.
Wealth Advisors
Win and retain UHNW clients with clear consolidated wealth views and frictionless reporting.
Deliver best-in-class client experience. Interactive reporting and top tier features integrated into an elegant interface.
Customize each Portal. Provide clients with secure, branded portals for consolidated wealth and document visibility
Service efficiently. Automate compliance, reporting, and cash flow management to reduce overhead and risk
Institutions
Investment technology that delivers unparalleled insights and stronger client relationships.
Operate with efficiency at scale. An integrated wealth management solution that empowers both teams and their clients across the globe
Unify accounts. Centralize all client portfolios and reporting across multiple custodians, currencies, and jurisdictions
Customize experiences. Intuitive, white-labeled digital portals that provide real-time insights
Institutions
Run client wealth operations on Masttro—or advise clients in order to scale operations and drive growth.
Scale with control and credibility. Direct custodial feeds, reconciliation, and a dedicated compliance module—plus fixed-price, unlimited users
Access a total view of wealth. Industry leading modules visualize all assets and business structures for easy task management
Deliver a polished experience. Customizable views, and native mobile apps give control and flexibility to stakeholders
Trusted by Industry Leaders
Trusted by
industry leaders
Established 15 years ago, we work with global family offices and leading institutions to solve their most complex financial data challenges. From our headquarters in New York and offices in Switzerland and Mexico, our operations are supported by local service teams that provide a tailored experience specific to your region and all of its intricacies.
Users
Countries
Daily Transactions
Direct Data Feeds
Wealth is complex. Masttro provides clarity.
View and manage all your data in one intuitive, secure platform to get a single, accurate picture of wealth.
Built from family office origins
Masttro is the original family office technology company. Established in 2010 by founders working within a complex, multigenerational family office, we have an inherent understanding of the needs within the modern wealth management industry.
It’s why Masttro has features for every level of sophistication.
Holistic View
of Net Worth24/7 Monitoring
and AlertingAccounting,
Tax and ComplianceDocument
ManagementAI Powered
Automation
Portfolio Analytics and Reporting
Family
Communication PortalEstate and
Trust ManagementWhite Glove
Onboarding and ServiceMilitary
Grade Security
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Trusted by Industry Leaders
Security isn’t a feature, it’s our foundation
Industry-leading cybersecurity infrastructure ensures the safety and confidentiality of all client information. We don’t use third-party data intermediaries, and not even Masttro employees can access your data.
Private cloud architecture with dedicated servers in Tier 4 data center in Switzerland
No data stored on any device, and communication via secure portal rather than unsecure emails
650+ direct custodian data feeds, avoiding any third-party intermediaries
Digital Document Vaults, with internal controls and permissioning
Military-grade encryption protocols with data encrypted at rest and in transit
Multi-factor authentication, with client-owned data encryption key
An operating system for your legacy
Document AI
Simplify portfolio management with custom dashboards and automation.
Data Aggregation
Simplify portfolio management with custom dashboards and automation.
Global Wealth Map
Simplify portfolio management with custom dashboards and automation.
Ownership Reporting
Report across families, trusts, and pooled investments down to the granular percentage.
150+ Prebuilt Reports
View performance, liquidity, expenses, risk, and taxes ready in one click.
Mobile App
Mirror the full power of the desktop perfect for on-the-go decision-making.
Get tomorrow's competitive edge today
Industry-leading cybersecurity infrastructure ensures the safety and confidentiality of all client information. We don’t use third-party data intermediaries, and not even Masttro employees can access your data.
