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WHITEPAPER

Delivering Dashboards That Wealth Owners Want

Finding the right wealthtech might be your most pressing mandate this decade.

Today's wealth owners want to pull up snapshots of their complete holdings on demand. For Family Offices, providing that real-time accessibility can be challenging—especially when multiple investment vehicles and non-traditional assets are involved.

The solution? Leveraging technology tools to give wealth owners the holistic views they seek.

In this quick guide, we outline the top five dashboards wealth owners and their beneficiaries should be able to access through their family office.  

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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.