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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

Establish a confidential environment for your team's interactions by utilizing Zangi for Business applications, which offer secure messaging, calling, file sharing, and conferencing tailored for professional use. These applications effectively distinguish between your work and personal communications, ensuring that your conversations remain private. With a foundation of Military-Grade Encryption and a strict ZERO data collection policy, Zangi guarantees that your information is never stored on any external servers or cloud services. Experience seamless connectivity coupled with heightened privacy as you take command of your corporate communications. This innovative platform allows you to create a personalized communication app for both mobile and desktop, eliminating the need to rely on third-party solutions. Take control of your data and enhance your business interactions by developing a custom social networking platform that reflects your brand identity, complete with unique features tailored to your needs. Furthermore, you can expand your communication capabilities by integrating your existing phone system with this secure business communication app, paving the way for enhanced collaboration and efficiency.

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 No 
On-Premises No 
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 No 

Types of Training

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

Types of Training

Training Docs No 
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

Zangi

Country

United States

Website

zangi.com

Product Features

Product Features

Telephony

Auto-Dialer No 
Call Center Management No 
Call Monitoring No 
Contact Management No 
IVR / Voice Recognition No 
Inbound Reporting No 
Outbound Reporting No 
Predictive Dialer No 
Telemarketing Management No 
VoIP Yes 
Voice & Data Integration No 

Alternatives

Alternatives