Elevate the advisor & client experience
Deliver the full power of Masttro through a fully branded experience tailored to your firm and your clients.
Transform Masttro into your own branded wealth intelligence platform—giving clients a seamless digital experience while your firm retains full control of the relationship.
Your platform. Your brand. Your client experience.
Masttro’s white-label capabilities allow firms to deliver a fully customized digital wealth experience without building or maintaining technology infrastructure.
Fully branded client portal, reporting, and communications
Maintain ownership of the client relationship and digital experience
Full color palette, logo, and typography configuration
Branded email notifications and PDF report headers
Encrypted at
rest and in-transitNative iOS and Android apps for your clients
Launch quickly without building custom technology
Complete visual ownership from day one
Every pixel carries your brand. Apply your logo, color system, typography, and domain across web and native mobile — so clients experience a seamless extension of your institution, not a third-party tool.
Enterprise-ready deployment
Launch a sophisticated digital wealth platform without the cost and complexity of building in-house technology—Masttro manages the infrastructure while you deliver the experience.
You decide what each client sees
Granular, role-based access controls let your team configure exactly which modules, data views, and reports are available — per client tier, entity, or relationship manager.
Your reports. Your voice. Automated.
Publish branded quarterly reports, one-pagers, and performance summaries directly to client portals — or push them to mobile with an alert. Everything designed around your reporting standards.
