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About Masttro

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

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Masttro Features

Investor Management

Tracks and manages detailed investor contact, subscription and allocation data

Presentation Tools

Used to create presentations in minutes

Remote Access

Allows to access file from any device

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Onboarding

Helps to integrate newly recruited employees into the organization through an automated process

Client Portal

Facility for clients to view and track progress through the portal and access selective projects, files, documents, information, and etc.

Masttro Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

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.

Masttro Alternatives

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Masttro FAQs

What is Masttro used for?

Masttro offers the following functionalities:

  • Investor Management
  • Presentation Tools
  • Remote Access
  • Portfolio Management
  • Onboarding
  • Client Portal

Learn more about Masttro features.

Does Masttro provide API?

No, Masttro does not provide API.

Masttro Contact

Vendor Details

New York, New York

Contact Details

+1 917 755 0008

https://www.masttro.com/

Social Media Handles

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