Wealth & Private Banking › Portfolio & Wealth Management › Client Reporting

Masttro

Wealth platform consolidating and reporting on complex multi-asset wealth across borders, currencies and structures.

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Overview

Masttro is a wealth platform that consolidates, visualizes and reports on complex, multi-asset wealth across borders, currencies and legal structures. It combines direct data aggregation from custodians with flexible reporting and intuitive dashboards, covering both liquid holdings and illiquid assets such as private investments, real estate and collectibles.

Built for family offices, multi-family offices and private wealth firms, Masttro gives clients complete portfolio visibility and consolidated reporting across asset classes.

Key Features

+ Consolidated multi-asset wealth reporting
+ Direct data aggregation from custodians
+ Liquid and illiquid asset coverage
+ Multi-currency reporting
+ Visual dashboards and analytics
+ Secure client and mobile portals

Integrations

Open APICustodians

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