Product
.avif){kind=icon}
Solutions
Company
Secure Communications Portal (SCP)
Encrypted, compliant collaboration for both families and advisors.
A secure communication tool for sharing interactive reports and sensitive documents. Simplifies reporting with 120+ report templates for all wealth topics that can be shared, printed, downloaded and scheduled. Acts as your family portal with folders and document publishing.
"Clients value the secure collaboration capabilities, and the library of standard pre-built wealth reports, all with additional customizable features, allowing for quicker generation of reports, saving many manual work hours".
— Masttro Team
Key features
Secure Communication Portal
A secure communication tool for sharing interactive reports and sensitive documents, Masttro’s Secure Communication Portal (SCP) supports communication of sensitive information for families. For wealth managers and advisors, the SCP module delivers clarity and elegance to the client experience.
Enables highly secure exchange of financial and other sensitive information
More efficient collaboration, no more back-and-forth via email or PDF chains
A Digital first, mobile-friendly communication experience
Demonstrates transparency, supporting client retention and satisfaction
Simplifies reporting with over 120 report templates to utilize
Protected by military-grade security protocols and encryption.
Empowers efficient collaboration
Delivers interactive, real-time reports, securely shares documents, and eliminates back-and-forth via email or PDF chains.
Speak with us
family_office_.png)
Elevates the client experience
Demonstrates transparency, consistency, and professionalism through a digital first, mobile-friendly communication experience.
Speak with us
Simplifies reporting
Supports reporting with over 120 report templates for all wealth topics that can be shared, printed, downloaded and scheduled.
Speak with us
Supports family communication
Acts as your family communication tool with easily organized folders for intuitive document access and sharing.
Speak with us
Private and confidential
Document sharing between clients and trusted partners is protected by military-grade security protocols and encryption.
Speak with us
.avif)
This is some text inside of a div block.
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.
Speak with us
The Operating System for modern UHNW wealth management
Explore our platform
.png)
Schedule an Intro
Tell us a little about you so we can come prepared.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.
