Videos
Explore Masttro videos including product walkthroughs, keynote presentations, webinars, and expert insights on managing complex wealth with greater clarity and control.
Introducing Masttro
Say hello to Masttro: the wealth platform built to show you the full picture. Masttro is the wealth management platform trusted by single family offices, multi-family offices, private banks and RIAs managing ultra-high-net-worth portfolios worldwide.
Masttro in a Minute
Learn how Masttro can simplify complex UHNW wealth management workflows through a series of quick product walk throughs.
Get Answers & Insights From Portfolio Documents
We demonstrate how Masttro gives family offices instant access to critical information across complex estates.
Estate Mapping: How Family Offices Visualize UHNW Wealth
We demonstrate how Masttro aggregates and visualizes ultra-high-net-worth wealth into a single, interactive Global Wealth Map.
Generate Reports Using AI
We demonstrate how Masttro helps family offices generate reports on demand using a simple AI prompt.
Forecast Cash Flow & Model UHNW Liquidity
We demonstrate how Masttro helps family offices master UHNW cash flow projections and plan confidently for the future.
Simplify Complex UHNW Portfolios
We demonstrate how Masttro simplifies complex UHNW portfolio analysis and turns dense data into clear, actionable insights
Replacing Spreadsheets with Interactive Dashboards
We demonstrate how Masttro replaces spreadsheet-based reporting with dynamic, real-time portfolio analysis..
Manage Asset Valuations With AI
We demonstrate how asset valuations can be updated using a simple conversational prompt.
Automate & Reconcile Alts Data
We show how Alternatives AI automatically processes documents from GP portals, extracts key data, and reconciles transactions.
Build and Share Portfolio Performance Dashboards
We demonstrate how family office teams can stop building reports manually and instead generate a custom dashboard in minutes.
Automate K-1 Processing with AI
We demonstrate how Masttro eliminates the spreadsheet-per-fund chaos of managing K-1s across a complex alternatives portfolio.
Forecast Private Investment Cash Flows
We demonstrate how Masttro replaces the fragile Excel models family offices use to forecast private investment cash flows.
Product Overviews
Explore product updates and announcements.
Get Answers & Insights From Portfolio Documents
We demonstrate how Masttro gives family offices instant access to critical information across complex estates.
Masttro Intelligence: Keynote & Product Demo
CEO, Jay McNamara introduces Masttro Intelligence by demonstrating key workflows and use cases that power faster, smarter outcomes for wealth owners and advisors.
Webinars
Engage with our on demand webinars to simplify the complexities of UHNW wealth management
Forecasting Closed-End Funds
Mitch Nichols, Masttro’s Head of Client Strategy & Growth, will walk through the new functionality and demonstrate how it works in practice.
Get Faster Answers, Reduce Manual Work & Gain More Control
Beyond the Hype: How AI Is Reshaping Wealth Management
We reveal how forward-thinking family offices and wealth owners are using AI today — not just to automate routine tasks, but to unlock new insights, sharpen decision-making and gain a strategic edge.