Masttro

Masttro helps Multi-Family Offices deliver best-in-class service.?? ? Every interaction is designed to provide a seamless, personalized approach that drives smarter decisions and greater control, beyond reporting.??? ? Keep track of all portfolios on one platform, with powerful tools to visualize estates, assets and geographies for many clients.?? ? With more than a decade incorporating global best practices by partnering with leading Family Offices globally, it is the ultimate full-stack Multi-Family Office platform.?? ? Read the full case study to discover more:? https://lnkd.in/e3EhZYCC? #CaseStudy #FamilyOffice #FamilyOffices #WealthTech #WealthAdvisors #MultiFamilyOffice

Masttro is the original family office technology company.?? ? Established in 2010 by founders working within a complex, multigenerational family office, we have an inherent understanding of the needs within the space. ? It’s how our platform has redefined wealth data accuracy, reporting, operational efficiency, and the end-client experience.? ? And why we provide military-grade cybersecurity protocols that prevent anyone (even Masttro employees) from viewing your data.?? ? From our offices in New York City, Zurich and Monterrey, we have incorporated best practices by partnering with leading family offices globally. ? ? Get the industry’s most powerful technology platform - come join the leaders in wealth management.???? Speak with us - https://lnkd.in/dpcSvAmj? #WealthTech #WealthManagement #FamilyOfficeSoftware #FamilyOffice #FamilyOffices #WealthAdvisors?

Masttro is trusted by the world’s largest family offices and financial institutions.? ? Our platform offers intelligent aggregation, AI automation and powerful reporting to give you industry-leading data quality backed with a best-in-class client interface.? ? In short: better data, beautifully showcased, for you to provide better service. “With Masttro, we're able to access client info quickly and efficiently to answer client questions thoughtfully, with accurate data." - Danielle Roseman, Co-Head of Lazard Family Office Services Founded in 2010, Masttro was built from the ground-up with wealthy family and advisors’ needs in mind - our technology empowers your business and client relationships.? Find out why we’re trusted by over 10,000 end clients. Speak with us - https://lnkd.in/dpcSvAmj #WealthTech #WealthManagement #FamilyOffice #FamilyOffices #WealthAdvisors #RIA

Masttro is the ultimate full-stack Multi-Family Office platform.? ? Our platform gives your team and clients industry-leading tools that empower how they interact with their wealth:?? ? - Financial data aggregation with direct daily transactional feeds to any custodian, bank, or broker? - AI-powered document management for automated ingestion and analysis of all alternative investment data? - Multi-currency on aggregation and reporting, with advanced legacy planning, tax and accounting subledger and cash flow projection functionalities? - Leading client experience through highly intuitive dashboards and insightful reporting to manage every financial and non-financial asset?? - A holistic solution powered by web and mobile apps, protected by military-grade security protocols at all times? ? Built to centralize your operation, Masttro allows Multi-Family Offices to easily manage every asset, every document, every contact, and all relevant data.? ? It’s global adaptability for every level of sophistication.?? ? Come join the leaders in wealth management.??? Speak with us - https://lnkd.in/dpcSvAmj #WealthTech #WealthManagement #FamilyOffice #FamilyOffices #WealthAdvisors #MultiFamilyOffice

?? Exciting Milestone Alert! ?? We’re thrilled to announce that Masttro has crossed three major milestones: ? Over 600 connected custodian banks ? More than 10,000 end clients served ? Presence in 31 countries around the globe This journey of growth is a testament to our commitment to delivering seamless, comprehensive wealth management solutions tailored for #familyoffices and wealth owners. Our platform simplifies complex wealth oversight, empowering you with the tools and insights you need, wherever your assets are located. Curious to see how Masttro can elevate your family office’s financial oversight? Let’s connect! ?? #FamilyOffice #WealthManagement #CustodianBanks #GlobalReach #Innovation #Artificialintelligence

Masttro goes much further than AI-powered data ingestion and aggregation - it provides an unparalleled granular level of information on any asset class, anytime, anywhere.? Real-time data is accessed through an intuitive user experience on computer, tablet or mobile app.? And military-grade cybersecurity protocols prevent anyone (even Masttro employees) from viewing your data.? With over 600 custodian connections and 10K end user clients in over 31 countries worldwide - this is the technology solution for global Multi-Family Offices. Join the leaders in wealth management - speak with us: https://lnkd.in/dpcSvAmj???? #WealthTech #WealthManagement #FamilyOffice #FamilyOffices #WealthAdvisors?

At what level of wealth does it make sense to start a family office?? ? Family offices are expensive to operate, hence this question is repeatedly asked.?? ? But not all family offices are structured the same way - the right type depends on available wealth, management needs, and cost considerations.?? ? Single Family Offices, Multi-Family Office and Outsourced Family Offices have entirely different net worth requirements, benefits and costs.?? ? Our latest article breaks down the recommended net worth requirements and some insights around each. Read it here: https://lnkd.in/dBc7qXuw #WealthTech #WealthManagement #FamilyOffice #FamilyOffices #WealthAdvisors?

Masttro is built by family offices, for family offices. Which is why we understand that pricing based on Assets Under Management doesn’t make sense for most family offices.? ? We don’t price on AUM since we want to celebrate your growth with you - without a growing cost.?? ? We have always and will always price based on flat rates for the products that will help your business grow. Come join the leaders in wealth management - speak with us: https://lnkd.in/dpcSvAmj #WealthTech #WealthManagement #FamilyOffice #FamilyOffices #WealthAdvisors?

What a Week in Dubai and Abu Dhabi! One of the highlights was sharing my insights on the Dubai Family Office Summit Technology Panel, drawing from my daily work with families and family offices across EMEA. Key takeaways: ? Many family offices have small teams with little to no internal IT resources. ? Investment reporting on Excel is outdated—cumbersome, error-prone, and often a key-person risk. ? Cybersecurity is more critical than ever to protect sensitive data and enable secure, encrypted sharing between advisors and beneficial owners. ? Once family offices structure their data correctly, they can leverage #artificialintelligence to query information from their documents and data warehouse. ? The next generation expects an interactive mobile app with 2-factor authentication—not a monthly, insecure, and outdated spreadsheet, even when password-protected. A big thank you to my fellow panelists, our fantastic moderator Nick Ayton, and Obediah Ayton for organizing such a valuable event. It was exciting to see how well Masttro's solutions fit the needs of local family offices and family holdings—and the growing interest from #UAE banks in connecting to our platform! Looking forward to continuing the conversations in #April and driving digital transformation in the region. ?? #Familyoffices #Digitaltransformation #Cybersecurity #Networking #GCC #FOSummit

Is AI really making a difference in family offices?? ? Artificial intelligence clearly has the potential to reshape the way family offices manage wealth, optimize investments, and streamline operations.?? ? From automation through to risk management, AI can enable small teams to handle complex financial data with greater efficiency and accuracy.? ? Our latest article explores the current AI applications making a difference in family offices, as well as the risks and challenges to embracing this technology.? ? Read it here: https://lnkd.in/ewVhrySr #WealthTech #WealthManagement #FamilyOffice #FamilyOffices #WealthAdvisors?#AI #Wealth