sign in
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
