Masttro integrates the whole wealth management ecosystem, giving companies and their clients a single source of verified information. It is a technology that is built for modern wealth management organisations. It provides a clear image of a family’s entire balance sheet across borders & currencies, providing them with unique insights that they need to preserve the estate. Masttro modernises wealth technology. It enables organisations to be more efficient by allowing them to effortlessly manage and track complicated estate portfolios, structures, and all that accompanies it. With this platform, wealth management organisations can also manage international portfolios and take advantage of opportunities globally. Masttro’s sophisticated wealth technology allows quick innovation and the production of distinct value for existing and prospective clients. The platform also offers intuitive and branded navigation that provides immersive client experiences. Along with the easy flow of financial information, Masttro also enables data aggregation. Furthermore, its machine learning and artificial intelligence extract data from documents and store them in digitised vaults. Alternative investments, non-financials, and cyber security are also available.
Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Investor Management
Tracks and manages detailed investor contact, subscription and allocation dataPresentation Tools
Used to create presentations in minutesRemote Access
Allows to access file from any devicePortfolio Management
Portfolio management is the art and science of making decisions about investment mix and policyOnboarding
Helps to integrate newly recruited employees into the organization through an automated processClient Portal
Facility for clients to view and track progress through the portal and access selective projects, files, documents, information, and etc.Free Trial
Not available
Pricing Options
Premium Plans ( Quotation Based )
Pricing Plans
Masttro Custom
Features
Disclaimer: The pricing details were last updated on 14/12/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Masttro Pricing.
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Masttro used for?
Learn more about Masttro features.
Does Masttro provide API?
No, Masttro does not provide API.
Vendor Details
New York, New YorkContact Details
+1 917 755 0008
https://www.masttro.com/
Social Media Handles
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