Masttro
Curated by SignalWealth management software suite streamlining portfolio management and client engagement.
Overview
Masttro is a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all within a single system. It is designed for wealth managers, advisors, and professional service firms, focusing on the visualization of total net worth and the simplification of portfolio management. The platform utilizes artificial intelligence (AI) and machine learning for predictive analytics, which may assist in optimizing investment strategies and providing personalized client advice. Additionally, it features secure data aggregation and compliance mechanisms to support regulatory requirements, while allowing integration with existing technology infrastructures.
Key facts
- Founded
- 2010
- Headquarters
- New York City, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 9 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
