Total-Wealth Clarity in One Platform
Masttro is the leading wealth tech software platform addressing the unique challenges of managing ultra-high-net-worth estates.
.avif)
Built by a family office, for family offices.
Masttro's platform capabilities- data aggregation, cash flow management, proprietary custodial connections, customizable reporting, alternatives management, document automation and AI tools - give wealth owners and their trusted advisors ultimate control, transparency, and peace of mind to make informed, data-driven decisions in real time.
What makes Masttro different
Whether you're leaving behind spreadsheets or outgrowing your current system, Masttro delivers one trusted platform for all assets, entities, and documents—so your team gets real-time clarity, control, and scalability from day one.
Clarity For the Most Complex Wealth
Make sense of even the most complex wealth structures with tools built specifically for cross-entity, cross-jurisdiction reality. Masttro maps every legal entity, ownership stake, and asset class into a single, up-to-date Global Wealth Map—consolidating liquid assets, alternatives, private equity, real assets, collections, entities, and more into an intuitive, interactive view.
Scale Your Team Without Adding Headcount
Replace manual, repetitive work with AI that moves as fast as your clients do. Masttro Intelligence uses conversational assistants, one-click reconciliation, and AI agents for documents, reporting, and alternatives to turn raw data into next steps in seconds—so lean teams can operate at scale and spend more time on relationships, not admin.
.avif)
Data You Can Trust
Rely on a single source of accurate, fully reconciled wealth data, instead of piecing truth together from spreadsheets and portals. Masttro’s bank-adherent data architecture, 650+ direct custodian connections, and AI-powered document processing continuously validate positions and cashflows, so you and your clients can make decisions with real confidence.
Insights on Demand
Turn complex portfolios into clear, client-ready stories with interactive dashboards and performance views that give every stakeholder the insight they actually need. Masttro’s reporting combines pre-built templates, custom views, and AI-powered tools so you can design, schedule, and share dynamic reports that go far beyond static PDFs.
.avif)
control(02).avif)
For Single Family Offices
Clarity and control
Whether you’re moving off spreadsheets or outgrowing a legacy system, Masttro lets SFOs give UHNW principals fast, accurate answers while still delivering truly boutique service—without drowning in busywork.
You get a single view of total wealth across all asset classes and entities, interactive dashboards and performance reporting for complex ownership structures, plus built-in tools for succession, governance, and estate planning.
For Multi Family Offices
An engine for growth
Masttro lets you run complex multi-client operations without scaling headcount at the same pace.
Aggregate everything into a real-time view by centralizing bank accounts, alternatives, and investment portfolios, then automate reporting, compliance, and analytics so advisors can focus on clients instead of spreadsheets. AI-powered tools streamline the entire alternatives lifecycle—from document capture to capital calls and performance tracking—so you can confidently grow the number of families you serve.
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.
For RIAs
Win and retain UHNW relationships
Clear, consolidated views of total wealth and frictionless, on-brand reporting gives families a client-first experience.
Branded portals for documents, performance insights, and cash balances set your firm apart. Real-time analytics and decision-ready dashboards combine portfolio oversight with advanced investment insight, so your team can focus on advice, not admin.
Family office service at scale
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.
%20(1).avif)
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
.webp)
For Professional Service Teams
Superior client service
Masttro's intuitive, user-friendly design prioritizes ease of use for wealth owners, not just their advisors. Our platform provides clear visual insights, seamless mobile access, and straightforward reporting tools, empowering wealth owners to understand their financial position quickly and effortlessly — no technical expertise required.
Leading User Experience
Total data privacy
and security
At Masttro, security isn’t just a feature, it’s our foundation.
We use military-grade encryption protocols for your data at rest and in-transit, multi-factor authentication, private cloud architecture and Swiss-based infrastructure - and no data is ever stored on devices.
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
Schedule an Intro
Tell us a little about you so we can come prepared.
FAQs
Family offices managing complex wealth often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.
