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What is Masttro?

Masttro stands out as a cutting-edge wealth technology platform that integrates all aspects of an estate, encompassing liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and more, regardless of their geographical location or currency, into a unified WealthData system that offers thorough visibility and management. The platform facilitates direct data collection from over 550 custodian feeds and a range of alternative sources, while its Doc AI feature enhances efficiency by simplifying the extraction of statements and capital activities from fund portals. Users can take advantage of intuitive, customizable dashboards, both pre-designed and on-demand reporting options, streamlined task management, secure document storage, and client portals with tailored permissions, alongside a versatile API that seamlessly integrates with existing technological frameworks. With a focus on security, the platform utilizes military-grade encryption and private key protection to ensure data safety during both storage and transmission. Specifically designed for family offices, wealth advisors, and professional service firms, Masttro not only delivers dynamic performance analysis and portfolio management but also incorporates advanced data visualization tools to improve decision-making processes. Furthermore, its comprehensive features are built to evolve alongside the changing demands of wealth management professionals and their clients, ensuring continuous support and innovation for enhanced service delivery. This adaptability allows users to remain at the forefront of industry developments while maintaining a strong grip on their wealth management strategies.

What is Ariath?

Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used. Governance is configured around each workflow rather than applied as a one-size-fits-all policy. Ariath validates role-based access before data reaches an approved AI model, applies configurable redaction to sensitive information, and creates structured, queryable audit records for every request. Retention settings, prompt injection protection, and tenant-specific deployment provide additional control over how AI interacts with firm and client data.

Media

Media

No images available

Integrations Supported

Addepar
BigCommerce
ChatGPT
Facebook
Google Calendar
Google Sheets
HubSpot CRM
Instagram
Lightspeed Retail
Mailchimp
MySQL
OpenAI
QuickBooks Accountants
SalesWarp
SendGrid
Shopify
Slack
Smartsheet
Snowflake
Wealthbox

Integrations Supported

Addepar
BigCommerce
ChatGPT
Facebook
Google Calendar
Google Sheets
HubSpot CRM
Instagram
Lightspeed Retail
Mailchimp
MySQL
OpenAI
QuickBooks Accountants
SalesWarp
SendGrid
Shopify
Slack
Smartsheet
Snowflake
Wealthbox

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Masttro

Company Location

United States

Company Website

www.masttro.com

Company Facts

Organization Name

Ariath

Company Location

United States

Company Website

www.ariath.ai/

Categories and Features

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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