Product
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Solutions
Company
Global Wealth Map
An interactive, real-time view of all assets.
The Global Wealth Map solves the pains of siloed records and undocumented holdings.
“Visually, from a user interface perspective, this is by far the easiest platform to add assets and to see our family mapping.”
— Dan Forman, CIO, Jefferson River Capital (SFO)
Key features
Global Wealth Map
A powerful visual-entity mapping tool that provides 360° transparency into all entities, assets, documents, and relationships, it solves the traditional pains of siloed wealth records and undocumented holdings.
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
Clarity of ownership
A proprietary digital wealth vault that provides clarity across assets and ownership structures, solving the pains of siloed wealth records and undocumented holdings.
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Single source of truth
Puts all legal entities and assets in a single, intuitive point of view for family members, wealth managers and advisors.
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Holistic, interactive insights
An interactive, visual user experience that instantly delivers insights into all entities, assets, documents, and relationships.
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All asset types
Allows for enhanced decision-making through a real-time view into all assets, both liquid and illiquid, regardless of size or complexity,
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Granular-level reporting
Dive deeper and report on the entire estate at a granular level - across companies, trusts, groups or individuals, and asset classes and geographies.
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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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