Masttro

Masttro is a wealth tech platform offered by Masttro that provides users with a comprehensive view of their wealth. According to the vendor, the platform allows users to import and consolidate their WealthData from multiple sources, eliminating the need for manual data entry. It supports connections and integrations with over 550 custodian feeds, enabling the import and aggregation of various financial accounts. The platform can ingest and synthesize a wide range of asset types, including liquid investments, real estate, private equity holdings, and passion assets. Additionally, Masttro offers a global estate overview, enabling users to track and manage assets across different geographies and currencies.

The platform simplifies portfolio management through the use of customizable dashboards and automation tools. According to the vendor, users can efficiently manage tasks and set priorities within the platform, streamlining workflow and improving efficiency. Custom dashboards can be created to track and analyze overall portfolio performance, returns, and growth. Masttro also provides tools to manage client permissions, ensuring that the appropriate data views and documents are accessible to the relevant stakeholders.

Users of Masttro can create personalized views of their WealthData and securely share them with clients. The platform offers secure and convenient document storage, allowing users to upload and store important documents within the platform. According to the vendor, users can easily set permissions for sharing reports and documents, ensuring that sensitive information is shared only with authorized individuals. Masttro also facilitates secure sharing and communication features, enabling effective collaboration with clients and other stakeholders.

Masttro seamlessly integrates with other tools and platforms through its open API, as claimed by the vendor. It provides flexible outputs to integrate with existing tech stacks, enabling users to connect Masttro with their current systems. The platform offers a range of integration options to ensure smooth data flow and connectivity with other software tools.

For family offices, Masttro provides a comprehensive view of wealth, enabling the capture of total net worth. It aggregates and synthesizes all financial data, including complex assets such as real estate and private equity holdings. The platform simplifies data aggregation, synthesis, and visualization for all assets, making it easier for family offices to manage and track their portfolios.

Wealth managers and advisors can benefit from Masttro's holistic overview of all portfolios, encompassing all asset types across regions. According to the vendor, Masttro acts as a technology partner, assisting wealth managers and advisors in unlocking efficient scalability. The platform provides tools for portfolio management, task management, and customizable dashboards to enhance workflow and client service.