Product
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Solutions
Company
Professional Services Firms
Level up your client experience
Masttro equips your team with the most advanced, comprehensive financial data platform on the market. See clearer, communicate faster, and easily share the insights and analysis to better support your clients.
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Fifteen years of award-winning wealth tech innovation.
Established in 2010, we work with global family offices, institutions and professional services firms to solve their most complex financial data challenges. From our headquarters in New York and offices in Switzerland and Mexico, our operations are supported by local service teams that provide a tailored experience specific to your region and all of its intricacies.
160
+
Team members
650
+
Direct data-feeds
7
m+
Daily transactions
10
k
+
End clients
33
Countries served
“Masttro empowers professional services firms with automation and integrated data to improve work efficiency and enhance client relationships.”
— Sergio Guerrero, Founder, Multi-Family Office
A new standard for
global wealth management
The Masttro technology platform is suited and adaptable to any managed services business. Using global best practices and local experience, the platform provides an integrated wealth management solution, giving your team features that empower stronger client relationships.
Global Data Aggregation
An unparalleled level of detail into any asset class, no matter what the format or data type. Multi-currency on aggregation and reporting.
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Leading Client Experience
Our intuitive user-friendly interface means users can easily access real-time information and run reports, from either web or mobile app.
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Total Net Worth Overview
Our interactive wealth map gives a holistic, real-time view of the entire estate. Both liquid and illiquid investments - regardless of size or complexity.
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Alternative Investments
Real-time insights via our AI module that automates alternative investment data ingestion, analysis and allocation.
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Future Proofing
Built to evolve alongside family estate and investments, with features to prepare wealth owners and heirs for transition planning.
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A culture of cybersecurity
Military-grade cybersecurity and industry-leading data encryption protocols for unparalleled data privacy.
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100% of wealth, visually mapped on one screen
Global wealth map
Masttro’s proprietary interactive mapping tool gives full visibility on wealth and ownership structures. A powerful digital wealth vault that gives 360° transparency into all entities, assets, documents, and relationships. It solves the traditional pains of siloed wealth records and documented holdings, while enabling custom user access permissions.
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
All assets, all regions, all currencies
Effortlessly centralize client data
Say goodbye to siloed information and manual spreadsheets: Masttro aggregates and ingests all asset classes, from liquid investments to complex portfolio alternatives, including real estate, private equity holdings, and passion assets.
The platform provides a comprehensive global data aggregation solution - we never use third party intermediaries, instead providing direct daily transactional feeds to any custodian, bank, or broker. With the risk of manual errors eliminated and all investments and assets side by side, wealth advisors can easily provide clients with an accurate, holistic view of estate structures.
What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Invest in your growth — without the rising costs
A model built for long-term partnership
Our business model is built around empowering your success, not benefitting from it. With Masttro, you own your data at all times, and our pricing model is not based on your AUM, safeguarding your integrity.
Data Automation and Reliability
The Only True Multi-Asset Solution
Financial Assets
Automated SecureDirect Data Feeds
Transaction level detail from
Custodians/Brokers Globally
Custodians/Brokers Globally
Updated daily
Alternative
Investments
Investments
AutomatedAI processor
Capital Statements (NAV),Capital Calls,
and Distributions.
Updated in real-time
Other
Non-Financials
Direct From Source Multiple methods
Tasks, excel, API, bulk uploads,cash-based mark-to-market.
Updated in real-time
Customizable to your brand
White labelled digital environment
Masttro’s white-labeled digital environment allows you to deliver a holistic branded experience. Every client logs into a secure, intuitive portal that carries your name and your standards to reinforce trust, transparency, and delivering a consistent experience across every relationship.
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Security Isn’t a Feature, it’s Our Foundation
Sensitive information demands security and privacy without compromise
Our industry-leading cybersecurity infrastructure ensures the safety and confidentiality of all client information. Beyond that, we don’t use third-party financial data intermediaries, and not even Masttro employees can access your data.
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
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FAQs
Wealth managers often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.
Can we see everything in one place?
Is there one interface for everyone, or does it change by user type?
How do you handle alternatives?
Who controls data access?
How is our data protected?
Will it work across multiple banks and currencies?
How long does onboarding take?
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