Masttro

RATING:

5.0

(1)
Overview

About Masttro

Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro caters to family offices, wealth managers and advisors, and professional service firms and the platform consolidates complex financial data into actionable WealthData to optimize workflows. Key features of Masttro include the ability to import all types of assets from liquid investments to alternatives using custodian feeds. It ingests data on concentrated stock positions, real estate holdings, passion assets, and more. The platform simplifies portfolio management with custom dashboards, task management, and automation tools. Users can create secure client views to share documents and set permissions. With Masttro, all aspects of wealth are translated in...

Masttro Pricing

Free trial: 

Not Available

Free version: 

Not Available

Masttro dashboard

Masttro Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Masttro

1 Review

Danielle

Financial Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Masttro - Strong solution for Family Offices

Positive

PROS

Masttro is a comprehensive, all in one solution for managing investments across brokerage accounts, alternatives and estate assets (cars, watches etc.) Their document vault helps organize a variety of estate planning, investment planning and accounting correspondence in once centralized location. Masttro combines a strong documentation platform with their reporting and analytics package, creating an all in one solution that helps family offices stay coordinated across their many different counterparties.

CONS

Bulk uploading features are still a work in progress and can sometimes take time.

Reason for choosing Masttro

Masttro has direct data feeds to custodians, strong reporting and a very thoughtfully built document vault.

Reasons for switching to Masttro

Cost and technology improvement. Masttro is a better service for our clients.