What's new in the Masttro Platform

If you manage closed-end fund exposure for a family, you already know the challenge: capital calls arrive on the GP’s schedule, distributions can take years, and NAV estimates are often a quarter behind. This Webinar shows a better way, with Masttro's Cash Projection Hub for Closed End Funds.

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Masttro clients can now move consolidated wealth data into their accounting platform without rebuilding it by hand each month. Through a new partnership with Truewind, the San Francisco AI accounting platform used by finance and family office teams, positions, transactions, and entity detail from Masttro are converted into review-ready journal entries and delivered into systems such as Sage Intacct.

Discover a new set of reports and updates designed to make complex portfolio information easier to access and understand. Explore ownership across investment vehicles, review portfolio activity and holdings based on settle date, and gain greater insight into closed-end fund allocation and performance. Alongside these new reporting capabilities, an updated sankey experience delivers cleaner, more intuitive visualizations of wealth structures and relationships.

Masttro’s new video is a declaration of what we do and who we do it for. 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 connects your entire wealth picture in one place, from bank accounts to private investments, with embedded AI that turns scattered data into answers in seconds. 

The new Cash Projection Hub lets you project capital calls, distributions, and market value across your full alternatives portfolio. See how cash flows evolve, track unfunded commitments, and understand the impact on your total allocation. All in one place, all on your terms. 

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Two additional modules have been upgraded to Masttro's new platform, bringing the same clean, fast experience you know, with all your existing functionality fully intact.

Family office teams lose time every tax season chasing, reconciling, and distributing K-1s manually. The just introduced K-1 Matrix in Masttro's Alternatives AI automates ingestion, extraction, and tracking across every fund and tax year. 

In collaboration with Family Office Exchange, Masttro CEO Jay McNamara shared learnings for successful AI deployment in single- and multi-family offices. To create the conditions for success, Jay says teams should configure the underlying data and integrations to the specific needs of the business — otherwise, an AI transformation can create more risk than value.