Masttro

Masttro is The WealthData company: a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. The company runs on the philosophy that modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structure, asset classes, and fragmented and unstructured data sources.

Masttro’s platform delivers the complete picture of wealth, from illiquid and liquid investments to liabilities and passion assets. With a real-time, customizable view of the complete balance sheet, Masttro gives family offices and their advisors the information and unique insights they need to drive value and protect their total estate.

Product features are comprehensive across data aggregation, analysis, and reporting – all protected by Masttro’s advanced, military-grade security and encryption framework. Masttro serves clients across 24 countries with offices in Switzerland, the U.S., Mexico, and Chile.

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What sets Masttro apart?

"Masttro runs on the philosophy that modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structures, asset classes, and a move to unstructured data. The firm’s intuitive interface, military-grade security, holistic view of wealth, and anytime, anywhere access protocols for approved users are best-in-class."

Product

Get an overview of what this software does.

Main tasks

  • Consolidated, 360-degree view of total net wealth (full balance sheet)
  • Data ingestion & management
  • Estate & wealth mapping
  • Portfolio analysis
  • Consolidated reporting
  • Document & contact management

Top features

  • Data aggregation (direct, server-to-server feeds to more than 500+ custodians globally)
  • Interactive portfolio analytics
  • Estate & wealth mapping tool
  • Above-industry standard cybersecurity and data privacy standards
  • Flexible reporting in PDF & Excel
  • Cash projections
  • Multi-currency
  • Compliance center
  • Portfolio management
  • Track banking relationships and fees
  • Artificial intelligence-enabled document reader for private equity
  • Communication portals for within the family and with trusted Advisors
  • Integrated general ledger
  • Simple and efficient onboarding process
  • Mobile and tablet apps
  • Document & contact management

Assets supported

  • Bankable assets
  • Private equity
  • Hedge funds
  • Real estate
  • Private direct company
  • Collectables
  • Cryptocurrencies
  • Pooled vehicles
  • Liabilities
  • Receivables

Compliance

  • GDPR

Whitelabel

  • Yes

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

Type of data

  • Transaction level data

Accuracy

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

Custodians

  • 500+

Time to new custodian

  • Less than 30 days and no cost to clients

Multi-currency

  • Supports all notional currencies
  • Set multiple reporting currencies
  • Separate holding level p&l from currency p&l
  • Based on transaction data

Cost structure

  • Flat fee

Average cost p.a.

  • Individual pricing model (based on features and not AuM)
masttro family office software

Category

Consolidated Reporting

Country

United States of America

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Get in touch with Masttro

Key Company Info

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

Employees

  • 100-500

Founded

  • 2010

Ownership

  • Owned by management

Incorporated

United States of America

Locations

  • Zurich
  • New York
  • Miami
  • Los Angeles
  • Indianapolis
  • Mexico City
  • Monterrey
  • Santiago

Top 5 Markets

  • United States of America
  • Switzerland
  • Canada
  • Italy
  • Mexico

Total AUM

  • Masttro’s platform is uniquely designed to restrict Masttro’s visibility to client data, including client assets, as part of its award-winning data privacy standards.

Focus

  • Single family offices
  • Multi-family offices
  • Wealth/asset managers
  • Private banks
  • Financial Institutions
  • Fund/Private investment/Pooled vehicle managers
  • Professional Services Firms

Serves also

  • Financial advisors
  • Registered investment advisors
  • Broker-dealers
  • Individual wealth owners
  • Trust & estate companies

Available on request

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 technology that offers our clients a true comprehensive and holistic vision of their assets."
Head of Technology, Private Wealth Management division of Global Bank

Support & services

Learn what support and services you can expect

Support options

Dedicated contacts, onboarding & service teams
High Touch onboarding
Ongoing client service
Consistent relationship management

Pricing of support

One-time onboarding fee
Ongoing client support included in annual license

Onboarding

Dependent on client and scope of project
6-12 weeks on average for single family office clients

Customisation

Flexible reporting
Custom estate blueprints
Reporting currency
Platform colors and logo (white labeling)

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