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What's new in the Masttro Platform
Discover the latest product updates, news and announcements to help you access wealth in full view.
Featured Content
Masttro and Truewind connect wealth reporting to the family office general ledger
September 8, 2026
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. Learn more (hyper text to)
Product Updates
More Ways to Understand and Analyze Your Portfolios with Secure Communication Portal (SCP) & Docs AI
August 12, 2026
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.
Technology
Wealth In Full View
August 10, 2026
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.
New Feature
Closed-end funds are unpredictable. Your projections don’t have to be.
July 21, 2026
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.
New Feature
Cash Management Registry (CMR) & Communication Board (CMM) now on the new platform
July 1, 2026
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.
New Feature
Automate K1 processing with Masttro’s Alternatives AI
June 15, 2026
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.
Webinar
Get Faster Answers, Reduce Manual Work & Gain More Control
May 10, 2026
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.
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