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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 Etops?

Etops propels the digital evolution of the financial industry with a suite of solutions specifically designed for private banks, asset and wealth management companies, family offices, and pension funds. Our extensive range of services covers the entire value chain, catering to diverse requirements such as lead generation, customer relationship management, onboarding, portfolio management, compliance, and comprehensive reporting, thereby guaranteeing that all facets of financial operations are harmoniously integrated and enhanced for optimal performance. Additionally, we prioritize user experience, ensuring that our clients can navigate the complexities of the financial landscape with ease and confidence.

Media

Media

No images available

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

Pricing not provided.
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

Etops AG

Company Location

Switzerland

Company Website

www.etops.com

Categories and Features

Categories and Features

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