Consolidated Reporting


United States of America

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Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.

With a real-time, customizable view of the complete balance sheet, Masttro gives family offices the information and unique insights they need to drive value and protect their total estate. The global platform provides financial data aggregation, advanced wealth reporting and analytics, estate mapping tools, contact and digital document management, integrated general ledger, secure communication portal, portfolio management, and the automation of family office operations – all protected by its advanced, military-grade security framework. Its intuitive interface makes the complex simple. All the details you need are in one place—from a big-picture view of the estate across geographies and currencies down to the most granular details.  Masttro serves clients across 24 countries with offices in Switzerland, the U.S., Mexico, and Chile.

What sets Masttro apart?

"Masttro’s intuitive interface makes the complex simple. All the details you need are in one place—from a big-picture view of the estate across geographies and currencies down to the most granular details—protected by its military-grade security framework.  The platform is uniquely designed to restrict Masttro’s access to client data to provide unparalleled data privacy."


Get an overview of what this software does.

Main tasks

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

Top features

  • Data aggregation (direct, server-to-server feeds to more than 400 custodians globally)
  • Portfolio analytics (‘slice and dice’ data interactively)
  • Estate mapping tool (patented)
  • Military-grade cybersecurity and data privacy standards
  • Standardized and customized reporting
  • Cash projection
  • 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
  • 24/7 alerts and monitoring functionality
  • Integrated general ledger
  • Property management system
  • Simple and efficient onboarding process
  • Mobile and tablet apps
  • Document & contact management

Assets supported

  • Bankable assets
  • Private equity
  • Hedge funds
  • Real estate
  • Fixed income
  • Equities
  • Private direct company
  • Rare collectables
  • Cryptocurrencies


  • GDPR


  • Yes

Type Of Software



  • 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


  • Proprietary integrated wealth technology solution


  • Complimentary software by either push or pull data aggregation

Mobile App

  • Yes

Type of data

  • Transaction level data


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


  • 400+

Time to new custodian

  • Less than 30 days


  • Set multiple base 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


Consolidated Reporting


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.


  • 100-500


  • 2010


  • Owned by management


  • Switzerland
  • United States
  • Mexico
  • Chile


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

Top 5 Markets

  • North America
  • Europe
  • Latin America
  • Middle East

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.


  • Single-family offices
  • Multi-family offices
  • Individual wealth owners
  • Private banks
  • Registered investment advisors
  • Broker-dealers
  • Trust & estate companies
  • Asset managers

Serves also

  • Fund managers
  • Financial advisors
  • Banks

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 contact
White-glove on boarding
Ongoing client service.

Pricing of support

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


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


Custom reports
Custom estate structures
Reporting currency
Platform colors and logo (white labeling)

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.

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Simple solutions for complex times.