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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Masttro is an innovative wealth technology platform that consolidates every facet of an estate, including both liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and beyond, regardless of location or currency, into one cohesive WealthData system that ensures comprehensive visibility and management. It enables direct data intake from over 550 custodian feeds and various alternative sources, while its Doc AI feature streamlines the process of extracting statements and capital activity from fund portals. Users benefit from user-friendly, customizable dashboards, both templated and on-demand reporting, efficient task management, secure document storage, client portals with specific permissions, and a versatile API that allows for effortless integration with existing technology infrastructures. The platform employs military-grade encryption and private key security to safeguard data both at rest and during transmission. Tailored for family offices, wealth advisors, and professional service firms, Masttro provides not only dynamic performance analysis and portfolio management but also advanced data visualization tools for better decision-making. Additionally, its robust features are designed to adapt to the evolving needs of wealth management professionals and their clients.

Description

MyFO is a comprehensive, cloud-based wealth management solution designed specifically for family offices and affluent individuals, integrating assets, accounts, documents, and scenario analysis into a unified, secure platform. The system aggregates vital financial data and key contacts while harnessing AI for the analysis and ingestion of alternative asset documents, providing clear mapping of various entities like trusts and operating companies. Additionally, it features a secure document storage system and a task management tool for enhanced collaboration, along with real-time accounting and bank integration for up-to-date reporting. Users benefit from benchmarking capabilities and detailed Scenario Modeling to assess potential investment results. With a premium onboarding experience completed in just hours, MyFO prioritizes user-friendliness and clarity, offering real-time dashboards and intricate entity mapping to manage complex ownership structures effectively. Furthermore, this platform enhances decision-making by streamlining workflows and ensuring that users have access to the most relevant information at their fingertips.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Masttro

Country

United States

Website

www.masttro.com

Vendor Details

Company Name

MyFO

Founded

2021

Country

Canada

Website

myfotech.com

Product Features

Product Features

Alternatives

Alternatives

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