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Masttro

Masttro

Category
Consolidated Reporting
HQ
United States of America

Masttro is an integrated global wealth technology platform that delivers the most comprehensive & interactive views of total net worth.

Masttro is a global leader in financial data aggregation, wealth reporting and analytics, digital document management, secure communication and the automation of family office operations, protected by its advanced, military-grade security framework.  The platform offers an intuitive, highly customizable client experience and automated and robust operational efficiencies. Masttro’s mission is to bring ultimate control, transparency and peace of mind to wealth owners and the advisors & institutions that serve them.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

100-500

Founded

2010

Ownership

Owned by management

Incorporated
  • Switzerland
  • United States
  • Mexico
  • Chile
Locations
  • Zurich
  • New York
  • Jackson Hole
  • Mexico City
  • Monterrey
  • Santiago
Top 5 Markets
  • North America
  • Europe
  • Latin America
  • Middle East
Clients

Facts about the clients

Focus
  • UHNW Families
  • Single Family Offices
  • Multi-Family Offices
  • Private Banks
  • Independent Advisors
  • Financial Institutions
  • Trust & Estate Companies
  • RIAs & Broker Dealers
Serves also
  • Fund managers
  • Financial advisors
  • Banks
References

What Masttro's clients say

"Our Private Wealth Clients and Family Offices are extremely demanding and thanks to our partnership with Masttro, today we can support our clients’ needs with state-of-the-art wealth platform."

Anonymous

Head of Digital, global bank

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Consolidated Reporting
  • CRM
  • Compliance
  • Portfolio Management
  • Data Aggregation
  • Accounting
Top features
  • Global wealth map
  • Consolidated portfolio analysis
  • Performance reporting
  • Communication portals within the family&clients
  • 24/7 alerts and monitoring functionality
  • Mobile apps
  • Document management
  • Compliance functionality
  • General ledger & balance sheet
  • Military-grade security standards
  • Simple and efficient on boarding process
Assets supported
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
  • MiFID II
  • GDPR
  • FITLEG
  • FINRA/SEC
Whitelabel

Yes

Technology

Look under the hood

Type Of Software

SaaS

Security
  • Military-grade infrastructure
  • Encryption keys
  • Data stored in an independent Tier 4 data center in Geneva with a redundancy site in Lausanne
  • ISAE 3402 Type II certified operating data center
  • Advanced Encryption Standard 256
Ecosystem

Proprietary integrated wealth technology solution

Integrations

Complimentary software by either push or pull data aggregation

Mobile App

Yes

Reporting-specific features

They handle reporting like this

Type of data

Transaction level data

Accuracy
  • Machine learning and artificial intelligence
  • Direct server-to-server connection
Custodians

400+

Time to new custodian

less than 30 days

Multi-currency
  • Set multiple base currencies
  • Separate holding level p&l from currency p&/l
  • based on transaction data
Pricing & Co

Learn about the commercials

Cost structure

Flat fee

Average cost p.a.

Individual pricing model

Support & Services

Learn what support and services you can expect

Support options

Dedicated contact, White-glove onboarding and client service

Pricing of support

Onboarding and support is included within the setup-fee. Additional training is directly agreed upon between Masttro and the client based on the required needs.

Onboarding

4 weeks to 3 months

Customisation

Custom reports and custom estate structures, coloUrs and reporting currency

Bespoke development

If a bespoke development is needed and viable, Masttro can work with the client to fully understand the request and have it developed.

Added services

White-glove onboarding and client service

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