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WHITEPAPER

Building an Effective Family Office Tech Stack

Exclusively for Family Offices
Selecting the Right Technology Partner 

For any single- or multi-family office seeking to adopt new technology solutions, selecting and adopting new technology can be a time-consuming (and often needlessly expensive) effort.

In this guide, we outline the six steps to making the right choice for your team, plus some common roadblocks to successful implementation.

 

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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.