Masttro: Family Office Wealth Management Software
Masttro helps family offices and wealth advisors manage ultra-high-net-worth estates. It is designed for firms that need to consolidate data from global custodians without using AUM-based pricing.
At a glance
- Category
- Finance & Accounting
- Best for
- Single Family Offices, Multi-Family Offices, Wealth Advisors, Private Banks, Professional Service Firms
- Pricing
- Pricing is not based on AUM and is determined by client needs, scope, and requirements. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Wealth Reporting Automation, Entity Ownership Visualization, Alternative Investment Tracking, Secure Stakeholder Communication
- Official website
- masttro.com
Masttro is a wealth management platform designed for the complexities of ultra-high-net-worth (UHNW) portfolios. It acts as a centralized system for tracking liquid and illiquid assets, including private equity, real estate, and collectibles, across different currencies and jurisdictions.
The software supports single and multi-family offices, private banks, and professional service firms. It is designed to replace manual spreadsheets with data aggregation and visualization tools to help advisors and principals maintain a view of total net worth.
Key capabilities include direct custodian connections and AI-assisted document processing for capital calls and valuations. The platform uses Swiss-based infrastructure and client-owned encryption keys for data privacy.
Buyers should confirm the onboarding timeline, which typically lasts 10 to 14 weeks, to determine if the specialized focus on UHNW complexity aligns with their reporting requirements.
Key Features
Interactive visualization of entities, ownership structures, and multi-asset portfolios.
Direct connections to over 650 custodians worldwide to deliver verified data in real time without third-party intermediaries.
Supports automated processing for wealth documents, including capital calls and reconciliation.
Supports the valuation of private equity funds and venture capital investments.
Provides on-demand performance reporting and liquidity tracking.
Encrypted messaging and digital document vaults for exchanging sensitive information.
Tools to track deposits, withdrawals, and cash movements.
Use Cases
Consolidating data from global custodians to produce performance reports.
Mapping ownership hierarchies across trusts, LLCs, and foundations.
Using AI to process fund statements and value private equity or venture capital holdings.
Sharing financial documents and messages via a permissioned portal.
Best For
Pricing
Pricing is not based on AUM and is determined by client needs, scope, and requirements. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Masttro is a wealth technology platform that aggregates and visualizes data for ultra-high-net-worth estates, supporting the management of liquid and illiquid assets across global jurisdictions.
Masttro does not use AUM-based pricing. Costs are determined based on the specific needs, scope, and requirements of the client.
The onboarding process typically lasts between 10 and 14 weeks, depending on the scope of the client's integration.
No, Masttro uses direct proprietary data feeds from over 650 custodians to manage data accuracy and reduce third-party risk.
Source category: Finance & Accounting
Source subcategory: Asset Management
