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WHITEPAPER

Alternatives are going mainstream. What are their reporting needs?

Alternative investments demand equal-treatment reporting.

Hedge funds, private equity, real estate…non-traditional assets have long been a P.S. on financial statements. But today’s wealth owners expect detailed reporting on every asset in their portfolios, from most conventional to least liquid.

The good news? There’s technology for that.

In this quick but comprehensive guide, we outline four reasons wealth owners today expect and require upgraded alternatives reporting from their family offices and wealth managers.

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Masttro is the WealthData Company.

Masttro is a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. We believe modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structure, asset classes, and a move to unstructured data. Our platform delivers the complete picture of every corner of wealth, from illiquid and liquid investments to liabilities and passion assets. Our platform protects that data with military-grade security and encryption. If you are part of an ecosystem supporting wealth owners who have complex needs, we should talk.