AI TOOL PROFILE
Masttro: Family Office Wealth Management Software
- Finance and Accounting
- Asset Management
- 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.
At a glance
- Best for
- Single Family Offices, Multi-Family Offices, Wealth Advisors, Private Banks, Professional Service Firms
- Key use cases
- Wealth Reporting Automation, Entity Ownership Visualization, Alternative Investment Tracking, Secure Stakeholder Communication
- Official website
- Visit masttro official website
How AI is used
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
Global Wealth Map
Interactive visualization of entities, ownership structures, and multi-asset portfolios.
Data Aggregation
Direct connections to over 650 custodians worldwide to deliver verified data in real time without third-party intermediaries.
Documents AI
Supports automated processing for wealth documents, including capital calls and reconciliation.
Alternatives AI
Supports the valuation of private equity funds and venture capital investments.
Consolidated Portfolio Analysis
Provides on-demand performance reporting and liquidity tracking.
Secure Communication Portal
Encrypted messaging and digital document vaults for exchanging sensitive information.
Cash Management Registry
Tools to track deposits, withdrawals, and cash movements.
Use Cases
Wealth Reporting Automation
Consolidating data from global custodians to produce performance reports.
Entity Ownership Visualization
Mapping ownership hierarchies across trusts, LLCs, and foundations.
Alternative Investment Tracking
Using AI to process fund statements and value private equity or venture capital holdings.
Secure Stakeholder Communication
Sharing financial documents and messages via a permissioned portal.
FAQ
What is Masttro?
- 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.
How is Masttro priced?
- Masttro does not use AUM-based pricing. Costs are determined based on the specific needs, scope, and requirements of the client.
How long does the onboarding process take?
- The onboarding process typically lasts between 10 and 14 weeks, depending on the scope of the client's integration.
Does Masttro use third-party data aggregators?
- 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
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