Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Nines is a highly acclaimed platform designed for managing households and estates, catering specifically to the needs of discerning families, family offices, property managers, boutique hospitality services, yacht crews, and their dedicated service professionals. This comprehensive system allows users to handle various aspects of property management, personnel, and projects all within a single secure environment. You can systematically organize property details, monitor tasks and team members, and ensure that essential information is readily accessible whenever you need it. By utilizing mobile-friendly checklists, tasks can be assigned to household staff and vendors, while recurring tasks can be automated for efficiency; users can also attach relevant documents, photos, and vendor information to individual tasks and monitor progress as it happens. Additionally, the platform enables you to store and search for your household manual, important documents, preferences, paint colors, light bulb types, and much more in a user-friendly and searchable interface. Nines further empowers staff by providing a digital house manual that incorporates industry-standard templates, layered permissions, and communication features to effectively link employees, residents, vendors, assets, and operational guidelines. Overall, Nines strives to simplify and enhance the management experience for its users.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
Docker
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Live Rep (24/7)
No
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Masttro
Country
United States
Website
www.masttro.com
Vendor Details
Company Name
Nines
Country
United States
Website
ninesliving.com