Videos
Explore Masttro videos including product walkthroughs, keynote presentations, webinars, and expert insights on managing complex wealth with greater clarity and control.
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.
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
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.
AI and Alternatives: Putting Technology to Work in the Family Office
By leveraging AI, family offices can streamline operations, reduce human error, and focus on strategic decision-making.
From Chaos to Clarity: Mastering Private Equity Data with Masttro, featuring PwC
We unravel the intricacies of reporting on private equity portfolios, and opportunities to improve with cutting edge tech.