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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 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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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.
Product Description
About this Product
- Consolidated view across liquid & alternative assets
- Built for UHNW clients, entities, trusts, and structures
- Premium reporting to retain top client relationships
About Masttro
Masttro is a wealth intelligence platform designed for RIAs serving ultra-high-net-worth clients with complex balance sheets. The platform consolidates liquid and illiquid assets, entities, and documents into a single secure environment, enabling advisors to deliver institutional-grade reporting, deeper insights, and a premium client experience.
RIAs use Masttro to operate like a modern multi-family office—providing holistic visibility across investments, private markets, trusts, real estate, and other non-traditional assets while improving operational efficiency and client engagement.
With integrated automation, advanced reporting, and AI-driven insights, Masttro helps Schwab advisors retain their most valuable clients, expand share of wallet, and compete effectively with private banks and family offices.
Product Details
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Integration Capabilities
Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.