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 * Solutions
   Single Offices Wealth Advisors & Multi Family Offices Investment Advisors
   Financial Institutions
 * Product
 * Company
 * Clients
 * Insights
   
 * Speak with us


 * Solutions
   Single Offices Wealth Advisors & Multi Family Offices Investment Advisors
   Financial Institutions
 * Product
 * Company
 * Clients
 * Insights
   
 * Speak with us


 * CREATING THE CONNECTIONS THAT DRIVE SUCCESS.
   
   Masttro connects the entire wealth management ecosystem, providing a single
   source of trusted information for you and your clients to rely on.

   


SOLUTIONS

Technology designed for modern
wealth management organizations.

Single Offices Wealth Advisors & Multi Family Offices Investment Advisors
Financial Institutions


SINGLE FAMILY OFFICES

We provide a clear picture view of a family's complete balance sheet across
geographies & currencies; giving you the unique insights & control you need to
drive value and preserve the estate. Learn More


WEALTH ADVISORS & MULTI FAMILY OFFICES

Masttro modernizes your wealth technology; we empower your business to drive
efficiency and allow you to easily manage & track complex estate structures,
portfolios and everything that comes with it. Learn More


INVESTMENT ADVISORS

Easily manage international portfolios and take advantage of opportunities
globally. Masttro provides your business a differentiated experience your
clients will love. Learn More


FINANCIAL INSTITUTIONS

Accompanying financial institutions globally in their digital transformation
efforts. Our powerful wealth technology enables rapid innovation and the
creation of differentiating value to existing & potential clients. Learn More


PRODUCT

Intuitive & branded navigation that provides immersive
client experiences.

Live interactive platform
Secure client portal
Real time reporting
Automated presentations
Secure remote access native mobile apps


THE EDGE TO SET YOU APART.

EASY ONBOARDING
All financial information is flowing in days and our experienced team gets you
operating in a matter of weeks.
DATA AGGREGATION
Completely automated direct data aggregation without human intervention with any
custodian you work with, anywhere in the world.
Artificial Intelligence
Artificial intelligence & machine learning extracts data from documents in
seconds and stores them in digitized document vaults.
ALTERNATIVE INVESTMENTS
Managing direct investments, private equity, venture capital, hedge funds,
complex ownership structures and partnership accounting are a peaceful
experience.
NON-FINANCIALS
From real estate to the most specific private collection, Masttro englobes every
non-financial asset.
Cyber security
Multilayered cryptographic security module guarantees the privacy, integrity and
confidentiality of all data in our platform.


PRESENCE

The global wealth technology ecosystem.

6
Offices worldwide 450+
Direct Custodian Feeds 27
Countries 5 million +
Daily Transactions
 * 



Why Masttro


TESTIMONIALS

“The adoption of AI and machine learning technology to enhance its reporting
solution set it apart from the competition.”

MENA 2020

“Finally the most comprehensive and complete system available to manage all type
of assets for a family.”

Jose Luis Llamas



“Masttro quickly turned out to be much more
than a technology vendor… Their business
model makes them a true technological partner
that supports us proactively in our growth
strategy, and in turn has differentiated our
value proposition tremendously.”

M. Cereda



“Our Private Wealth Clients are extremely demanding… with Masttro, we can
support our clients’ needs with a state-of-the-art wealth platform that allows
us to consolidate all custodians, integrate and organize non-financial assets
and set up the entire legal structure to offer our clients a true comprehensive
and holistic vision of their assets”

Patricia Correa

UHNW Division


CLIENT STORIES

How to satisfy an increasingly demanding UHNW client base

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UHNW Division

The Building Blocks of an RIA - Breakthrough Wealth Technology

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Disruptive wealth technology for an innovative Multi-family office

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Technology for custom-tailored, multi-disciplinary advice

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What’s the Right Family Office Technology?

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Technology for one-stop, full-service financial management

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UHNW Division

Multi-Family
Office Division

How to satisfy an increasingly demanding UHNW client base

As a result from the increasing globalization and sophistication of clients,
Santander has made significant efforts and investments in technology to continue
to differentiate their high-end wealth management division. Consistent
innovation is key to remaining at the forefront of the wealth management
industry as the space becomes ever more competitive.

The Masttro Impact

With Masttro’s intuitive & custom branded wealth technology platform, Santander
has been able to automatically aggregate all global financial accounts and
non-financial assets for their clients on a daily basis without human
intervention, giving them the ability to retain and build better client
relationships no matter where the accounts reside.

Masttro’s automatic consolidated reporting has eliminated human error completely
and saved Santander hundreds of man hours. As a result, bankers have the
necessary tools to provide world class advice on a client's complete portfolio
at their fingertips, wherever they are.

Background

 * Seeking a wealth technology solution to consolidate all bank jurisdictions
   and provide innovative service to clients
 * Looking for advanced, visual and intuitive client facing technology for
   improved reporting and communication
 * Looking to advise clients on complete portfolio

Results

 * Mobile bankers with information readily available through Masttro’s mobile
   apps
 * Consolidated reporting is done automatically for any time period necessary
 * Clients access reports and presentations through an intuitive and secure
   client portal, eliminating the unsecure use of email
 * Increased client engagement and communication, resulting in more satisfied
   clients

Finding the right Family Office technology

PwC’s is changing the family office service industry. By leveraging their
industry expertise with Masttro's technology, they have established a brand new
Family Office practice in the United States and Canada. PwC will deliver an
innovative hands on family office service that leverages the best wealth
technology in the market.

The Masttro Impact

With Masttro, PwC can automatically aggregate any custodian around the world
that their clients work with without the infrastructure and resource constraints
needed to support a UHNW family office operation.

Automatic and efficient consolidated reporting on financial, non-financial and
alternative assets has saved hundreds of manhours and removed human error
completely. The removal of manual data aggregation has allowed PwC to focus all
resources in providing the best advice and service to their clients.

Masttro’s wealth technology provides clients with a complete visibility of their
net worth along with a family ecosystem that allows for safe and private sharing
of documents and data.

Background

 * Deliver an integrated family office solution that will differentiate PwC from
   competitors
 * Ability to scale the family office service to thousands of clients
   efficiently
 * Manual data aggregation and lack of consolidation

Results

 * No human error and drastically improved accuracy of data through automated
   direct data feeds with all custodians
 * Consolidated reporting, performance, reconciliation and portfolio monitoring
 * Seamless setup and monitoring of a client’s legal structure
 * Automatic accounting capabilities and general ledger integrations

Technology liberates the burden of time and attention

Increasingly complex and demanding client base have required Quattro to
establish an RIA in the US. Meeting local regulations for both the Mexican
investment advisor and the US RIA without significant investment is no easy
feat. With Masttro, they have been able to seamlessly segregate the work
ecosystem between the two operations, automatically meet local regulations, and
automate the day-to-day admin needs of client reporting.

The Masttro Impact

Masttro replaces extensive stack of software needed for Quattro to meet
operational needs. From software that required them to manually input all
positions from European, Mexican and US accounts to local software to take care
of compliance and investment management.

With Masttro’s client portal, they have a secure and custom branded
communication channel where standardized reports, presentations and any
communication are shared with clients.

To this day, thanks to Masttro's technology they are on the way to adding their
first full Family Office client, which will be the beginning to their new Multi
Family Office offering.

Background

 * Retain clients wanting to be domiciled outside of Mexico due to country risk
 * Ability to scale the business to consolidate and report on global accounts
   without infrastructure constraints
 * Manual data aggregation and lack of standardized reporting
 * Unable to operate and meet regulations in multiple countries efficiently

Results

 * Automated account aggregation for any custodian in the US, Europe, Mexico and
   globally
 * Local regulations automatically met through automated compliance
 * Ability to expand to a Multi Family Office offering by managing non-financial
   assets and alternatives intuitively
 * Hassle free operation of both businesses through technology

Disruptive wealth technology for an innovative Multi-Family Office

Adopting the right technology provider makes a great difference to Multi-Family
Office operations. Automatization, institutionalization, transparency, data
security, asset control and a customized service to clients are key to stand out
in a competitive industry. With Masttro, Wealthness has a technology partner
that supports the consolidation & administration of financial and non-financial
holdings as well as a tool for monitoring and reporting globally diversified and
complex assets.

The Masttro Impact

The Masttro platform has institutionalized the firm in a one-stop-shop solution.
Slow and inaccurate manual processes such as financial consolidation of bank
positions and performance reporting are now automized.

Decision making is faster with reliable updated daily information; management,
planning and control of complex ownership structures are greatly simplified.
Wealthness clients have a much stronger awareness of their global consolidated
wealth, resulting in a better client experience.

Masttro has been key to business efficiency improvement, higher data reliability
and top-notch data security.

Background

 * Search for true automatic consolidation of local and global banks to meet
   UHNW Clients needs
 * Lack of thorough cybersecurity in other vendors
 * Longstanding trainings and never-ending implementation processes

Results

 * Masttro’s global platform allowed quick integration of all custodian banks
 * Clients have a complete tool to organize and manage all non-financial assets
   and to achieve a consolidated wealth report
 * Highest infrastructure and encryption standards are met with Masttro
 * A user-friendly interface and structured implementation process saved
   considerable onboarding time

Technology for custom-tailored, multi-disciplinary advice

Bitterroot Capital Advisors, LLC (“BCA”) is the trusted Advisor and quarterback
to a small group of UHNW private individuals and family offices seeking
comprehensive advice for their multi-asset class, multi-custodian, and
multi-currency portfolios. BCA combines its core investment and financial
expertise with advice from other specialists – such as tax, trust and estate,
legal and banking – to provide custom-tailored solutions and services to its US
and international clients. By leveraging Masttro’s wealth technology, BCA can
deliver its very personalized services with immediacy to meet the planning and
execution needs of its complex clientele.

The Masttro Impact

Masttro enables BCA to leverage its efforts and deliver solutions much more
effectively. With Masttro, BCA can integrate client data from many investment
managers and custodians to offer thoughtful guidance in real-time. Using
Masttro’s platform, BCA structures client data for ready use, providing greater
speed and insight. For regulatory purposes, Masttro serves as a living
repository of custodial account information.

Masttro’s wealth technology is uniquely suitable for BCA’s clients, offering
complete visibility of net worth, including non-traditional assets and complex
ownership structures. Masttro’s patented estate mapping tool enables BCA, its
clients, and other advisors to visualize their ownership structure more clearly,
and to retain qualitative details, associated contacts, and key documents for
immediate retrieval.

Objectives

 * Deliver BCA’s unique multi-disciplinary services using technology providing
   immediate and meaningful information.
 * Aggregate data from multiple custodians to offer clients a flexible and
   comprehensive view, putting their needs first without requiring conformity
   with industry practice.
 * Efficiently scale BCA’s front-to-back-office operations beyond reporting
   needs, increasing transparency and availability.
 * Utilize a technology platform that supports BCA’s endowment model approach to
   employing and overseeing external managers.

Results

 * BCA can “deliver the information clients really want to see.” Client data are
   readily available and structured in a meaningful way for BCA’s immediate use.
 * Immediate visibility into portfolios, performance and risk exposures results
   in more time for BCA to ask questions and pursue new ideas.
 * Consolidated reporting on investment performance, investment manager, asset
   values and exposure across all holdings, accounts, entities, asset classes
   and currencies.
 * Scaled front-to-back-office operations. For regulatory reporting purposes,
   Masttro is leveraged as a living repository of custodial account information.
 * User interface across desktop and mobile appeals to BCA’s enterprising
   clients.

What’s the Right Family Office Technology?

PwC is changing the family office service industry. By leveraging their bench
strength and industry expertise and pairing it with Masttro’s leading wealth
technology, they have established a unique Family Office solution to fully meet
the accounting and portfolio reporting needs of enterprising families and
individuals.

The Masttro Impact

With Masttro, PwC can automatically aggregate data from the 400+ custodians in
our global network, and establish new connections with custodians with whom PwC
clients work, without the infrastructure and resources needed to support an
in-house UHNW family office operation.

Automatic and efficient consolidated reporting on financial, non-financial,
alternative and other private investments saves hundreds of hours and reduces
human error vs more manual alternatives, all while providing secure and timely
transparency to stakeholders. PwC’s service frees up time and provides valuable
information for clients to help improve strategic decision-making, asset
allocation, diversification and other key areas of focus.

Masttro’s wealth technology provides clients with complete visibility of their
net worth along with a digital vault that fosters safe and private sharing of
documents and data.

Objectives

 * Deliver a differentiated and integrated family office solution by combining
   Masttro’s technology with PwC accounting, tax and operational expertise.
 * Offer clients a managed service that is comprehensive and flexible to meet
   their needs.
 * Scale PwC’s Family Office solution, Wealth Compass, across a broad network of
   clients and prospects.
 * Solve for a long standing UHNW client challenge of manual data aggregation
   and lack of meaningful and timely consolidated reporting.

Results

 * Diminished processing errors and drastically improved data accuracy through
   automated direct data feeds and artificial intelligence.
 * Better visibility into total portfolios, performance and risk exposures.
 * Consolidated reporting, performance, reconciliation and portfolio monitoring
   seamlessly integrated with PwC’s automated general ledger bookkeeping,
   account reconciliation, bill pay, payroll and tax solutions.
 * Rapid onboarding with efficient data migration and on-demand collaboration,
   training and guidance that is tailored to client needs.
 * Appeals to UHNW Individuals, Family and Multi-Family Offices, as well as RIAs
   and Private Equity investors.

Technology for one-stop, full-service financial management

Kilter Group goes beyond the basics to grow and maximize its clients’ assets.
The financial manager prides itself in handling all aspects of its clients’
financial lives to deliver freedom, balance and peace of mind for its clients.
As part of its tech-enabled strategy, Kilter Group uses Masttro’s wealth
technology for its flexibility, scalability and innovation to serve its
enterprising client base at any stage of their financial journey.

The Masttro Impact

Masttro enables Kilter Group to better serve its growing, upwardly mobile
clientele much more effectively. With Masttro, Kilter Group can visualize each
client’s estate and its investments’ financial performance in a readily
available and meaningful way.

Masttro’s wealth technology is uniquely suitable for Kilter Group’s clients as
it offers complete visibility of non-traditional assets and complex ownership
structures, which may be incorporated opportunistically as part of Kilter
Group’s sophisticated investment strategies. Masttro’s scalability allows for
Kilter Group to flexibly offer a limited to full service experience enabled by
Masttro’s cutting-edge wealth technology.

Objectives

 * Finding a technology partner that aligns and commits to the long-term growth
   view of its clients.
 * Simplified data visualization for ease of data consumption for Kilter Group
   and its clients.
 * Ability to track and organize complex estate designs.
 * Investment reporting and document storage across all assets, including
   non-traditional assets.
 * Scalable technology platform that flexibly supports Kilter Group’s full range
   of financial planning services.

Results

 * After evaluating more than a dozen companies, Kilter Group partnered with
   Masttro based on its mutual focus on growth, innovation and service.
 * Kilter Group’s client data is structured visually in a meaningful and
   customizable way for ease of consumption across a client’s full balance
   sheet.
 * Immediate visibility into the most complex estate structures at both a
   high-level and in granular detail to provide clients full transparency.
 * Kilter Group’s Founder shared, “Masttro has been a true technology partner to
   us. We feel their long-term commitment to us as their clients in every
   interaction with their team. Masttro’s service is a true differentiator. We
   have created a partnership that I truly believe will last for decades.”


DISCOVER HOW WE CAN BECOME YOUR TECHNOLOGY PARTNER.

Speak with us


DISCOVER HOW WE CAN BECOME YOUR TECHNOLOGY PARTNER.

Speak with us

Constantly awarded in innovation, cyber security and reporting year after year.

2020
Masttro wins the Best Front-Office and Best Client Reporting Solution awards at
the WealthBriefing MENA Awards 2020
2019
Masttro wins the best Client Reporting Solution and Cyber Security awards at the
WealthBriefing European Awards 2019
2019
Masttro is nominated for Innovative Client Solution and Cyber Security at the
Family Wealth Report Awards 2019
2018
Masttro is wins the Innovative Client Solution award at the WealthBriefing
European Awards 2018
2018
Masttro is awarded the Highly Commended designation for Best Reporting Solution
/ Innovation 2018 at the Private Asset Management awards
2017
Masttro wins the Innovative Client Solution award at the WealthBriefing Swiss
Awards 2017
2017
Masttro wins the Best Reporting Solution / Innovation 2017 award at the Private
Asset Management awards


COMPANY

 * Solutions
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 * About us
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LEGAL

   
 * Privacy Policy


OFFICES

New York City
+1 917 755 0008


 

Zurich
+41 44 214 6815


 

Mexico City
+52 81 8888 1200


 

Santiago, Chile
+56 99 319 6582
A new standard in wealth technology.
© 2020 Masttro. All rights reserved.
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