Masttro

Check out the recent addition to our blog from our Partner, Masttro: "Your Family Office Data Probably Isn’t Secure".?? ? In the last 12-24 months, Deloitte ran a report, and it stated that 43% of family offices experienced a cyberattack. Having a plan to counter deliberate cybersecurity attacks is essential. However, family offices also need to consider their data privacy when using the variety of cloud-based software solutions available. This reliance on technology is unavoidable: as portfolios become more diverse and lean towards alternative investments, they require technology solutions to be managed efficiently.?? ? Click here to read: https://lnkd.in/gXSc79G2? #familyoffice #familyoffices #cybersecurity #technology #security #uhnw

Family offices need accounting solutions that offer clarity, efficiency, and seamless integration.?? ? Our latest blog post compares specialized accounting platforms, highlighting key features like multi-entity consolidation, real-time financial insights, and alternative investment tracking.? ? Aside from a referable table for easy comparison, it includes a short outline with key features of each, and highlights what each solution is best at.? ? It’s an overview designed to help family offices find the right accounting software, that when integrated with Masttro, will allow them to effectively manage complex wealth structures.? ? ?? Read it here: https://lnkd.in/euhqcFig #FamilyOffices, #FamilyOffice #Accounting #WealthTech #Software #WealthManagement

Masttro has allowed Futura Asset Advisors, a global Multi-Family Office, to reduce their overhead while empowering them to offer a host of additional services.?? “I mean, it’s what Bloomberg did for us 20 years ago when we were in the bond business: the work that took four people to do then can now be done by one person. Masttro generates that kind of productivity increase.” - Henry Urquidi, Director, Futura Asset Advisors Discover why Masttro is the ultimate Multi-Family Office platform.? ? Read the full case study here:? https://lnkd.in/e3EhZYCC? #FamilyOffice #FamilyOffices #MultiFamilyOffice #Masttro #WealthTech #WealthManagement #WealthAdvisors

What exactly does a family office do??? ? In short, they manage the complex financial, investment, and administrative needs of affluent families.? ? And they’re uniquely set up to provide a personalized approach, tailored to the long-term objectives of multiple generations.?? ? It’s why the vast resources (current AUM is estimated at more than $5 trillion) they have available for investment are frequently referred to as ‘patient capital’.? ? But the industry is nuanced, with different family office sizes, structures and purposes.? ? This insight explores what a dedicated family office does, what makes them unique and why they have become an essential part of modern wealth preservation strategies? ? Link: https://lnkd.in/eMH3BBat #FamilyOffice #FamilyOffices #SingleFamilyOffice #MultiFamilyOffice #WealthManagement #WealthTech #WealthAdvisors

What are the five dashboards every family office should have access to?? ? Wealth owners today expect instant access to insights about their financial holdings.?? ? From real-time portfolio updates to deep dives into investment structures, they want to find the answers at their fingertips, usually on their smartphones, and without combing through spreadsheets.? ? Yet the complexity of their diversified investments makes this seamless, on-demand visibility challenging.?? ? To solve this, the latest family office software solutions should transform data from multiple sources into interactive, easy-to-navigate dashboards.? ? Here are five essential WealthTech dashboards for family offices:?https://lnkd.in/e_-6hM9Q #FamilyOffices #Dashboards #WealthTechnology #WealthManagement #FamilyOffices #SingleFamilyOffice #MultiFamilyOffice #WealthAdvisors

Running a Multi-Family Office is complex.? Prior to working with Masttro, compliance was a major headache for Futura Asset Advisors, a global Multi-Family Office.?? “At one point we had fourteen different bank data feeds, and to consolidate all of those accounts into one report would be extremely difficult - we had to set up monstrous macro spreadsheets,” recalls director, Henry Urquidi. “This isn’t the case with Masttro, because whatever is required, the tools are there since all the information is in the database - and that’s made a huge difference for us.” Discover why Masttro is the ultimate Multi-Family Office platform.? ? Read the full case study here:? https://lnkd.in/e3EhZYCC #FamilyOffice #FamilyOffices #WealthManagement #WealthTechnology #Masttro #WealthAdvisors

Why is Masttro the ultimate family office platform?? ? There are numerous reasons, but these are a few highlights: 1. 600+ direct connections, with no third-party services used? 2. 10,000+ end users in 31 countries? 3. Intuitive user-friendly interface, built with wealth owners and advisors in mind? 4. AI-powered document management to automate alts data ingestion, analysis and allocation? 5. Global Wealth Map to provide a holistic real-time view of assets on a single screen? 6. Military-grade data encryption - nobody can access your portfolio data but you? 7. Fixed annual pricing, unrelated to AUM Rather than solving one family office challenge, Masttro delivers a comprehensive and complete solution.? ? Find out how Masttro can deliver clarity from complexity for your family office: https://lnkd.in/ezHY5Saf #Masttro #FamilyOffice #WealthTech #WealthManagement #Technology #FamilyOffices #WealthAdvisors

Managing complex portfolios requires cutting-edge software.?? ? As is the growing trend for family offices worldwide, Jefferson River Capital has continued to increase its exposure across various types of alternative investments.? ? To help manage the tracking, reporting and visualization of these assets - they needed a full-stack family office software solution.? ? Discover how Masttro helps deliver clarity from complexity for Jefferson River Capital. Read the full case study here: https://lnkd.in/d9N9kzt6 #FamilyOffice #SingleFamilyOffice #WealthManagement #WealthAdvisors #AlternativeInvestments

In uncertain times, knowledge is power. So how do family offices understand the full impact of the current market swings across all their assets? Without a technology solution in place, this requires numerous reports and then combining data into spreadsheets. It’s a tedious and inefficient process that delays decision making. But with the right technology solution, wealth owners gain a unified view of their holdings in real-time, ensuring that market turbulence is seen in the context of their entire portfolio.? Discover how in our latest blog article: https://lnkd.in/epqGc84H #FamilyOffice #FamilyOffices #StockMarket #WealthManagement #WealthAdvisors

Is a custom-built software solution right for a family office?? ? Larger Single and Multi-Family Offices might consider developing their own custom portfolio management and data aggregation system.? ? After all, Artificial Intelligence technology has developed rapidly and become far more accessible for developers.? ? But aside from the enormous development costs, there are huge risks. From resources required for testing to system integration challenges and security concerns, the risks are numerous before one even considers the long-term maintenance costs on any completed software.?? ? Masttro is the original family office software solution - founded from within a complex multi-generational family office and developed and refined over more than 15 years. Our platform has over 600 direct data feeds to financial institutions all over the world and over 10,000 end users in over 31 countries. Plus our advanced AI document management module can extract and process key data from PDF statements, capital calls, structured investments, and distribution notices, eliminating the need for manual reconciliation. Built for family offices by a family office, Masttro is your source of clarity from complexity. Find our more: https://lnkd.in/ezHY5Saf #WealthTech #FamilyOffice #FamilyOffices #MultiFamilyOffice #WealthManagement