Masttro | What Is Masttro
Masttro is a company that was found in 2010 and specializes in wealth data technology. They offer communication tools and data aggregation to estate and trust management teams and family members. The company’s technology is helping them achieve their mission to simplify the lives of wealthy families.
Data aggregation
Masttro is a global wealth technology company that provides comprehensive views of the total net worth for its clients. It serves single-family offices, independent investment advisors, trust companies, multi-family offices and other institutional clients. The company uses artificial intelligence and machine learning to provide an intuitive and dynamic user experience.
The platform allows clients to drill into the details of every entity, including non-financial assets such as real estate. Masttro’s data aggregation technology automatically reconciles financial data from banks, custodians and alternative investments. This is accomplish with the help of its proprietary automate reconciliation system that leverages machine learning and artificial intelligence.
With an unrivaled level of transparency, Masttro delivers robust operational efficiencies and an immersive client experience. Its robust security infrastructure includes ISO-27001 certification and FIPS 140-2 Level 2 compliance. As such, it has been successfully implement for a range of clients in five global regions. Aside from its comprehensive, holistic approach, the company offers a wide variety of functionalities. In addition to its core accounting features, it also offers alternative investments, portfolio analytics, cyber security, and non-financials.
The company’s innovative platform allows clients to have productive discussions with their advisors on tax, compliance, succession planning and wealth structuring. Masttro has also built a high-touch local client service model to facilitate these important conversations.
Founded in 2012, Masttro has a solid track record of success. As its clients continue to realize the value of its solutions, the company is expanding its global footprint. As such, it is considering opening additional offices in select locations. Although Masttro’s headquarter is located in California, it has established offices in Mexico, Chile and Switzerland.
Masttro’s technology enables wealth enterprises to scale efficiently. Its proprietary technology has been design to adapt to a variety of estate structures. While other wealth management technologies can be complex, Masttro’s holistic and integrative approach provides clients with an unparalleled, holistic view of their total net worth. Furthermore, the company’s data aggregation technology can be use to streamline back office operations. Combined with its unique, high-touch client service model, this allows clients to experience the benefits of an integrated wealth technology solution with the convenience and support of local client care.
Estate and trust management
Masttro is a suite of tools that supports estate and trust management. Its flagship product is a robust and secure technology platform that delivers a 360-degree view of the entire net worth of a family or organisation. The platform features a variety of other functionalities including portfolio management, advanced reporting and analysis, and risk management. The platform also provides an immersive user experience that is a breeze to navigate.
As a result, Masttro is able to deliver a holistic view of a family’s total net worth, enabling efficient management of an international portfolio. In addition to a robust security framework, the platform utilises machine learning and artificial intelligence to provide an intuitive user experience. This enables organisations to be more efficient, while delivering robust operational efficiencies and a smooth onboarding process.
The Masttro platform uses a military-grade security infrastructure and provides a secure communication portal. These features are design to protect and safeguard assets, while allowing users to access information and make decisions securely, regardless of where they may be. One of the most interesting features of the platform is the ability to access global financial data in real-time, a feat not easily accomplished without such a robust infrastructure.
Aside from the platform’s many features, it also boasts a dazzling suite of other tools that help you manage your family’s wealth. These include an integrated general ledger, an outsourced bookkeeping system, and a payroll service. Additionally, the Masttro suite includes an estate mapping tool, which helps you navigate your assets through multiple tax years. Finally, Masttro offers a variety of alternative investments, including a tax-free savings account and a retirement plan.
Masttro’s multi-pronged approach to wealth management is a smart choice for those looking to simplify their wealth management processes. Its suite of offerings provides a comprehensive, all-in-one solution that delivers the best possible value for your organisation. By integrating the whole of the wealth management ecosystem, the platform helps you gain access to a multitude of opportunities around the world. The platform has offices in four different countries, ensuring that it’s available to you no matter where you are located.
Cybersecurity
There’s no denying that cybersecurity has become a pressing concern, a challenge that’s especially real for families with children. As a result, a company’s data security practices are paramount. Whether yours is at a large or small firm, protecting your most prized assets is always a good idea.
Masttro has made it its business to provide the latest in data aggregation and analytics. The company has a unique approach, combining an advanced data aggregation and data management platform with high-touch local client service. In fact, Masttro plans to expand its footprint beyond its current offices in California and Washington to locations around the globe. Specifically, the company plans to expand in London and Berlin. Aside from a solid platform, the company also encrypts client data and ensures that its proprietary technologies like machine learning and artificial intelligence are at the forefront of the company’s defenses.
Masttro’s top-of-the-line data aggregation solution, aptly named DataAggregator, is power by a state-of-the-art enterprise-grade cloud platform. It provides a single solution for all of your organization’s data management needs. This includes a wide variety of features including digitized vaults, sophisticated data analysis, and automated reconciliation and aggregation. Plus, it’s built to protect against a host of attacks, from insider threats to malware, viruses, and ransomware. By securing your most important data, you can ensure your business remains safe from the onslaught of today’s most dangerous cyber criminals. To learn more, visit m.masttro.com. Alternatively, you can reach the company directly at 866-MASTRO. One of the world’s largest providers of financial data aggregation and intelligence, the company’s technology helps hundreds of thousands of financial institutions, corporations, and governments around the globe streamline complex data management processes, delivering a clear return on investment.
Communication tool for family members and their professional teams
If you want to understand the total value of your financial assets, you will need an advanced wealth management solution. Masttro is one of the most flexible wealth solutions available. It offers comprehensive asset aggregation, a secure communication portal and a general ledger. The technology is also customizable to fit the needs of any family. This tool can be use for legacy planning, wealth preservation and risk management.
In addition, Masttro features a military-grade security framework. It also provides an intuitive user interface, a balance sheet overview, estate mapping tools and an integrated general ledger. With a single, centralized source of trusted information, you can make more profitable wealth decisions. You can use this software to manage the operations of a family office, to maintain the legacy of a family business, to monitor the investment portfolio and to track the family’s net worth.
For families, it means a more efficient management of their assets. There is no doubt that a wealth management solution can be complicate, but it doesn’t have to be. Instead of working with a hundred-page PDF report, you can have a complete, real-time overview of your wealth. Plus, you can also drill down to the granular details.
As the founders of Masttro have spent decades running family businesses, they understood the importance of having the most up-to-date technology for managing their assets. That’s why they decided to invest in creating a platform that would allow family members to communicate with their professional teams, while still retaining the security of their wealth. They did so by building an easy-to-use and customizable financial technology platform.
By allowing family members to access a single, consolidated source of information, Masttro provides a holistic view of all of your financial assets. Through this, you can keep track of all of your assets, including real estate, financial investments, and even your non-financial assets.
