Masttro

Masttro was founded in 2010 by practitioners working inside a complex, multigenerational single-family office. That origin shapes the product in concrete ways: the platform is built around the assumption that UHNW wealth spans multiple legal entities, multiple custodians, multiple asset classes, and multiple generations simultaneously. Most aggregation tools were designed for simpler portfolios and retrofitted for family offices. Masttro was not.

The platform covers the full operational stack a family office COO or investment team interacts with daily:

• Data aggregation via 650+ direct custodian feeds with no third-party intermediaries or screen-scraping
• AI-powered document processing for capital calls, distributions, and NAV statements under the Documents AI and Alternatives AI modules
• A Global Wealth Map that visualizes entity ownership structures, inheritance lines, and multi-asset portfolios interactively
• Consolidated Portfolio Analysis with cash flow projections modeled 24 months forward
• An encrypted Secure Communication Portal and Digital Document Vault with client-controlled encryption keys
• White-labeled branded portals and mobile apps for client-facing delivery
• An in-platform AI assistant called Octopus that answers portfolio and document queries within the secure ecosystem

Security architecture is a genuine differentiator: Masttro runs on private cloud servers housed in a Tier 4 data center in Switzerland, stores no data on user devices, and does not permit even its own employees to access client data. Pricing is explicitly not AUM-based, which matters for firms with large assets that do not want costs to scale with portfolio growth. The platform serves over 10,000 users across 35 countries, with offices in New York, Zurich, and Monterrey.

Pricing is not publicly disclosed and requires a direct conversation. Firms looking for a lightweight or entry-level reporting tool will find the platform over-specified for their needs.

• Aggregate financial and non-financial assets across custodians, banks, and brokers into a single view
• Automate processing of alternative investment documents including capital calls and distributions
• Generate consolidated portfolio performance reports across multi-entity ownership structures
• Visualize entity ownership hierarchies and wealth transfer structures
• Manage and project cash flows up to 24 months forward
• Deliver branded client portals and secure encrypted communication

• Documents AI for automated capital call, distribution, and reconciliation processing
• Alternatives AI for real-time private equity and venture capital valuation
• Global Wealth Map for interactive visualization of entities, assets, and ownership structures
• Consolidated Portfolio Analysis with ad-hoc reporting and granular drill-down
• Cash flow projection tool modeling 24 months of forward cash flows
• Secure Communication Portal with encrypted, auditable client messaging
• Cash Management Registry for tracking deposits, withdrawals, and balances
• Octopus in-platform AI assistant for portfolio and document queries
• White-labeled client portals and mobile apps
• Digital Document Vault with permissioned access controls

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Private Wealth Owners / Principals.

Flexible reportingCustom estate blueprintsReporting currencyPlatform colors and logo (white labeling)

White glove onboarding and service mentioned; dedicated support implied by service model

White glove onboarding described; specific timeline not disclosed