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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 BOBO by Bourgeois Bohème?

BOBO, created by Bourgeois Bohème, stands out as an exclusive digital platform that merges personalized financial management with luxury lifestyle offerings in a seamless, user-centric interface. It provides secure wallets that cater to both families and their staff, alongside innovative payment solutions that maintain privacy by omitting names and account numbers. Users benefit from highly adaptable spending controls that can be customized by categories, time, and location, all while enjoying increased transaction limits of up to €1 million per card, complemented by full top-up and ATM functionalities. The platform's Control Hub enhances operational efficiency through intelligent reporting, invoice matching, and tailored access for teams and advisors. In addition to these features, BOBO offers 24/7 global lifestyle assistance for various administrative needs, travel arrangements, and entertainment options, granting users exclusive access to upscale events and unique experiences. Enhanced with cutting-edge security protocols such as 3DS 2.2 and instant blocking/unblocking capabilities, BOBO ensures that funds are kept secure in segregated accounts, monitored by the UK's FCA and the EEA's ACPR, thus safeguarding assets in the event of insolvency. This distinctive fusion of high-security financial solutions and luxury lifestyle management not only elevates the user experience but also positions BOBO as a leader in the digital financial services arena. Ultimately, BOBO offers a comprehensive solution that redefines how affluent individuals manage their finances and lifestyle needs.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

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

Bourgeois Bohème

Date Founded

2018

Company Location

Lithuania

Company Website

www.bobofin.com

Categories and Features

Categories and Features

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