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Solutions
Company
Masttro Intelligence
Actionable insights, in seconds
Seamless AI technology to transform wealth management workflows.
"Masttro Intelligence gives you the freedom to manage your wealth, not your data. To focus on relationships, not systems. And grow your capabilities, not your costs."
— Masttro Team
Leading User Experience
Masttro Intelligence
At Masttro, security isn’t just a feature, it’s our foundation.
We use military-grade encryption protocols for your data at rest and in-transit, multi-factor authentication, private cloud architecture and Swiss-based infrastructure - and no data is ever stored on devices.
Encrypted at rest and in-transit
Multi-factor authentication login
Swiss-based infrastructure
Private server instance
Private cloud architecture
No data stored in devices
Internal controls and permissioning
Document management
Fragmented files to structured knowledge.
Documents AI automatically ingests, processes, and catalogs any document into a centralized hub, intelligently linking every document to the entities and assets they relate to.
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Alternative investments
Alts data aggregated automatically.
Alternatives AI automates the entire alternatives lifecycle: collects, categorizes, extracts transaction-level data, reconciles against cashflows.
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Complex interfaces
A completely reinvented user experience.
Masttro Assistant allows users to interact conversationally with their data by voice or text, and trigger actions instantly: update valuations, generate custom reports and presentations, create alerts, assign tasks, or build personalized dashboards.
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Reporting inefficiencies
Personalized reports on your command.
Reports Playground is an AI-driven reporting engine that interprets user intent, finds or generates reports, analyzes results, and provides insights. Customized reports can be published directly to clients.
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Technology adoption
Built-in tech support, at your service.
Knowledge Center is an NLP-powered knowledge assistant that answers user platform questions instantly. Eliminate support dependency, improve efficiency, and accelerate platform adoption.
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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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