Product
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Solutions
Company
Consolidated Portfolio Analysis
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".
— Masttro Team
Key features
Consolidated Portfolio Analysis
Masttro’s Client Performance Analytics (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 data views
The module allows for viewing your total wealth at a glance and further slicing and dicing your data by applying selected filters.
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An accurate overview
Get a dashboard snapshot of the consolidated portfolio, plus intuitive data visualizations, dynamic tables and charts.
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Consolidation and analysis
The module aggregates all asset classes, custodians, bank accounts, and managers, transforming it into an analytical powerhouse.
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Clarity from complexity
Answer detailed portfolio questions, and easily analyze complex entity structures across generations and investments.
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Private and secure
All data protected by military-grade security protocols and encryption for the utmost privacy and confidentiality.
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Get tomorrow's competitive edge today
Discover how Masttro provides a single source of accurate, full-picture data to give advisors and families ultimate control, transparency and peace of mind to make informed, data- driven financial decisions in real-time.
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The Operating System for modern UHNW wealth management
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