at Financial Technnology Year
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Masttro Platform
from Masttro
A consolidated wealth management platform that delivers a single portfolio overview integrating private market data alongside traditional assets. Eliminates manual workflows and PDF-based reporting through AI-driven automation, real-time portfolio aggregation across 600+ custodian integrations, and comprehensive portfolio insights for family offices, RIAs, and high-net-worth clients.
Category:
Client Reporting Systems
Platforms that generate personalized reports and statements for wealth management clients.
Masttro Platform
Category:
High-Net-Worth Client Portals
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
Masttro Platform
Category:
Alternative Investment Platforms
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
Masttro Platform
Category:
Data Visualization Tools
in:
Data Management
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
Masttro Platform
Publicly available data, summarised using AI.
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