michael.pendergrass
Acronym
Masttro
Product ID
Masttro
Description

Wealth platform for RIAs serving complex UHNW clients

Images
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Masttro performance dashboard
Details
  • Visualize performance, track trends and identify growth opportunities with real-time interactive charts and graphs that capture a client's total net-worth including liquid assets and complex alternatives. 
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Masttro's Global Wealth Map
Details
  • Masttro’s Global Wealth Map provides a real‐time, interactive visualization of a client's entire wealth ecosystem. It maps out all assets (liquid, illiquid, real estate, passion assets, etc.), ownership structures (trusts, joint ventures, entities), geographic exposures, and entity relationships.
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Masttro Mobile
Details
  • Dashboards, documents and performance available on iOS (mobile, iPad) and Android. The entire experience – desktop and mobile – can be white labeled to match the brand of your advisor practice. 
Features
  • Consolidated view across liquid & alternative assets
  • Built for UHNW clients, entities, trusts, and structures
  • Premium reporting to retain top client relationships
Vendors
Masttro
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Data Aggregator
Other
Portfolio Management
Reporting
UHNW Technology
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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