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Ratings and Reviews 0 Ratings
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What is Trusted Family?
Trusted Family is an innovative, secure cloud platform described as a "family operating system," specifically designed for family businesses and family offices to enhance governance, communication, and collaboration. This platform features customizable "Spaces" that cater to particular projects or committee activities, alongside private vaults that utilize end-to-end encryption and role-based permissions to ensure safe document sharing. Additionally, it includes a visual family tree that helps maintain legacy and lineage, as well as integrated tools for newsfeeds, surveys, events, calendars, and newsletters. Users also gain from smart workflows that encompass signature requests, automated reminders, and task assignments, complemented by insights and analytics that provide real-time activity updates. To uphold the highest levels of security, Trusted Family employs multi-factor authentication, encryption compliant with SOC 2/SOC 3 standards, GDPR regulations, virus and malware screening, routine backups, and a private key framework. The platform’s extensive security protocols not only safeguard sensitive family data but also promote improved communication and collaboration among family members, creating a cohesive environment for shared management. By integrating these features, Trusted Family ensures a seamless experience that aligns with the unique needs of family enterprises.
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.
Integrations Supported
Dropbox
Google Drive
Microsoft OneDrive
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
Trusted Family
Date Founded
2007
Company Location
United States
Company Website
www.trustedfamily.com
Company Facts
Organization Name
Masttro
Company Location
United States
Company Website
www.masttro.com