Masttro

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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