Masttro
About Masttro
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Most Helpful Reviews for Masttro
1 Review
Danielle
Financial Services, 11-50 employees
Used daily for less than 2 years
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
PROSMasttro 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.
CONSBulk 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.