Masttro is an institutional‑grade, full‑stack family office wealth management platform that consolidates every asset class, entity, and ownership structure into a single real‑time source of truth. It provides direct custodial data feeds, automated alternatives processing, AI‑powered wealth intelligence, multi‑entity mapping, and secure reporting for UHNW families, family offices, RIAs, private banks, and institutions.
Core product
A unified wealth management operating system offering multi‑custodian aggregation, AI‑powered document processing, alternatives management, portfolio reporting, entity mapping, compliance workflows, secure communication portals, and mobile access - all built with military‑grade encryption and Swiss‑based infrastructure.
Use cases
Consolidating all asset classes (traditional, alternatives, private equity, real estate, crypto, collectibles) into one platform Automating capital call notices, distribution memos, K‑1 extraction, and alternatives reconciliation Multi‑entity wealth mapping (trusts, LLCs, foundations, holding companies) Real‑time portfolio reporting, liquidity tracking, and performance analytics Multi‑custodian data aggregation (650–700+ direct feeds) Secure client communication and document vaulting Compliance workflows and bill‑payment automation White‑labelled reporting for UHNW clients and institutions
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Public markets (cash, bonds, fixed income, mutual funds) Alternatives (private equity, hedge funds, venture capital, private credit) Direct investments Real estate (commercial, residential, land) Crypto & digital assets Loans, partnerships, and multi‑entity structures Art, jewelry, vehicles, and lifestyle assets
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