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Software Status:Active

About Masttro

Masttro by Masttro Technologies is a wealth data platform that aggregates information across asset classes. It combines data aggregation, document AI, visualization, and reporting to give families or advisors a consolidated view of wealth. Dynamic reports help track performance and exposure across holdings. Document AI helps extract statements and reports for faster updates. Key capabilities: Multi-asset data aggregation Document AI for data extraction Wealth visualization dashboards Reporting and performance analytics Secure asset tracking and oversight Best for: Wealth managers and family offices consolidating complex portfolios.

Masttro Details

Vendor
Masttro Technologies
Year Launched
2010
Location
1450 Broadway Suite 2000 New York, 10018 USA
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, German, Italian
Users
Single Family Offices, Multi-Family Offices, Wealth Advisors, Investment Advisors, Financial Institutions, Professional Services, RIAs
Industries Served
Wealth Management, Family Offices, Private Equity, Financial Services
Tags
Financial Reporting, Masttro

Masttro's In-App Market Place

Does Masttro have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), CNY (¥), AUD (A$), CAD (C$), CHF (Fr), HKD (HK$), SEK (kr), KRW (₩), NZD (NZ$), SGD (S$)

Pros & Cons

  • Comprehensive Asset Tracking: Aggregates diverse asset types for holistic wealth management.
  • AI-Powered Efficiency: Reduces manual data entry through automation.
  • User-Friendly Interface: Intuitive platform for managing complex data.
  • Dynamic Reporting Capabilities: Allows for customizable reports to suit various needs.
  • Robust Support for Wealth Managers: Tailored solutions for family offices and wealth advisors.
  • Complexity of Setup: Initial setup and data integration may require dedicated resources.
  • Limited Language Support: Predominantly in English, which could limit accessibility.
  • Dependency on Technology: Heavy reliance on technology may be a barrier for traditionalists.
  • In-App Marketplace Not Specified: Lack of information on additional features or services.
  • Some users may find the platform's learning curve to be steep

Masttro's Support Options

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