Masttro Description
Masttro is an innovative wealth technology platform that consolidates every facet of an estate, including both liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and beyond, regardless of location or currency, into one cohesive WealthData system that ensures comprehensive visibility and management. It enables direct data intake from over 550 custodian feeds and various alternative sources, while its Doc AI feature streamlines the process of extracting statements and capital activity from fund portals. Users benefit from user-friendly, customizable dashboards, both templated and on-demand reporting, efficient task management, secure document storage, client portals with specific permissions, and a versatile API that allows for effortless integration with existing technology infrastructures. The platform employs military-grade encryption and private key security to safeguard data both at rest and during transmission. Tailored for family offices, wealth advisors, and professional service firms, Masttro provides not only dynamic performance analysis and portfolio management but also advanced data visualization tools for better decision-making. Additionally, its robust features are designed to adapt to the evolving needs of wealth management professionals and their clients.
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Pricing
Pricing Starts At:
Free
Free Version:
Yes
Integrations
API:
Yes, Masttro has an API
No Integrations at this time
Company Details
Company:
Masttro
Headquarters:
United States
Website:
www.masttro.com
Media
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Product Details
Platforms
Web-Based
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
Customer Support
Business Hours
Online Support
Masttro Features and Options
Masttro User Reviews
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