Answer complex wealth questions in a few clicks
Dynamic financial analysis and ad-hoc reporting that delivers quick answers.
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Clients choose Masttro over other providers because of the highly intuitive digital interface, automation, and ease of generating reports and answering their wealth questions without having the expense to compose reports.
Key features
Dynamic financial analysis and ad-hoc reporting.
Masttro’s Consolidated Portfolio Analysis (CPA) module delivers accurate, consolidated reporting to facilitate decision-making and ensure that portfolios meet the family’s goals.
With added value in ad-hoc performance reporting across all asset classes and being able to drill down from portfolio, investment vehicles all the way to single security level.
Answer complex wealth questions in a few clicks
Customized data views with multiple filters
Dashboard snapshot for a consolidated portfolio view
Intuitive data visualizations, dynamic tables and charts
Aggregates all asset classes, custodians, bank accounts, and managers
Allows easy analysis of complex entity structures, across generations and investments
Explore any asset down to a granular level of detail
Customized, detailed data views
The module allows for viewing your total wealth at a glance and further slicing and dicing your data by applying selected filters. Answer detailed portfolio questions, and easily analyze complex entity structures across generations and investments.
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Dynamic financial analysis
Get a dashboard snapshot of the consolidated portfolio, plus intuitive data visualizations, dynamic tables and charts. Dashboard framework features for viewing client wealth structure, with advanced filtering, currency references and fx rates, and secure sharing. Tabs for views by holding, activity, performance and detailed analysis.
Integrated cash flow projections
CPA includes a powerful cash projection tool that models out your future cash flows and balances for the upcoming 24 months, with monthly or quarterly views. Securities-related cash flows are automated and tracked, add any other cash inflow or outflow manually.
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Seamless reporting on cash flows
The cash flow dashboards and reports can be filtered and focused by your legal entities or family members for the most accurate reporting. As with all dashboards and reports, clients can share them instantly with family members in the mobile apps.
Private and secure
The platform sets industry-leading cybersecurity infrastructure standards. All data is protected by military-grade security protocols and encryption for the utmost privacy and confidentiality at all times.
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