Product
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Solutions
Company
Documents AI
Stop chasing documents, start serving clients.
Documents AI automates the entire document management process.
"We store everything there, from personal documents, to financial and medical, and we know that it gives family members peace to know that these documents are in Masttro."
— Pola Zaga, Director, Single Family Office
Key features
Documents AI
As part of the Masttro Intelligence framework, Documents AI automates document management, resulting in noticeable time savings, and more time for you to focus on clients instead of documentation.
Centralized, secure storage of all documents and their history within a digital vault
Organize important documents by the asset, trust, foundation, and family members
Protect access to sensitive document with advanced permissions and visibility controls
Ensure security with military-grade encryption safeguarding the entire ecosystem
Never miss a document expiration again, with alerts before and post-expiration in your mobile apps
Secure portal to share documents, to eliminate back-and-forth via email or PDF chains
Efficient, automated workflows
No more manual retrieving files scattered across portals, drives, and emails: Documents AI automates document management workflows, measurably saving time and cost.
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Structured, searchable knowledge
Documents AI ingests files via bulk upload or email forwarding, classifies them, then extracts key data points, and flags outliers.
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Smart, centralized ecosystem
Once processed, documents are stored in a centralized hub that intelligently links every document to the entities and assets they relate to.
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Customizable user permissions
No more challenges around secure access, permissioning, or institutional knowledge: your data is contextualized, searchable, and actionable on the Masttro platform.
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Secure AI environment
Documents AI operates entirely within the private, secure Masttro environment, with data protected by military-grade data encryption at all times.
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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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