Advancements in Wealth Management with the Launch of Masttro’s Next-Generation Platform
Masttro, the global leader in wealth tech solutions for family offices, RIAs, wealth managers, and wealth owners, announced the launch of its next-generation platform. This platform establishes a new standard for the more seamless and effective management of wealth data.
The platform upgrade happens when the values of global assets go up, and estates get more complicated because more wealthy people are buying investments that are hard to sell. Family offices and wealth managers responsible for record-keeping and reporting frequently lack visibility into asset management and performance without substantial manual data aggregation efforts. The necessity of facilitating the great generational wealth transfer, estimated to be $84 trillion over the next two decades, to more tech-savvy owners who anticipate real-time, interactive views of their total wealth with the press of a button further complicates this challenge. Masttro’s forthcoming platform introduces a robust component-based architecture that integrates AI-driven automation with a user-centric design to satisfy the requirements of contemporary wealth management:
- Real-Time Wealth Visualization: A single interactive interface consolidating liquid and illiquid assets, liabilities, and passion investments.
- AI-Powered Efficiency: Eliminating manual processes, such as document extraction and data aggregation, significantly reduces time and effort.
- Seamless Integration: Thanks to a robust API, Masttro’s data sets integrate seamlessly with other systems, creating a streamlined ecosystem for wealth management.
- Customization and Branding: The platform’s intuitive controls enable firms to personalize it, fortifying client relationships through customized experiences.
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Industry Comments
“Masttro is committed to continuously innovating and providing world-class technology that allows our customers to better service their UHNW clients,” said Padman Perumal, CEO of Masttro. “Our AI-powered platform is saving a tremendous amount of time and effort at family offices and wealth management institutions in giving wealth owners a comprehensive understanding of their portfolios and total net worth.”
“Innovation is about seeing the possibilities others overlook and making them a reality,” said Domingo Viesca, co-founder and president of innovation at Masttro. “This platform exemplifies our commitment to redefining what’s possible in wealth management by putting our customers’ needs at the forefront.”
FAQ 1: What is Masttro’s next-generation wealth management platform?
Masttro’s platform is a cutting-edge tool for managing complex wealth data. It combines real-time visualization of all assets, AI-powered automation to reduce manual work, and seamless integration with other systems. The platform provides a personalized, user-friendly experience to meet the needs of modern wealth managers and tech-savvy clients.
FAQ 2: How does Masttro simplify wealth management?
Masttro eliminates tedious manual tasks like data aggregation and document processing through AI. It gives users a clear, interactive view of all their assets, including liquid and illiquid investments. This allows wealth managers and clients to make faster, smarter decisions about their portfolios and total net worth.
FAQ 3: Why is this platform important now?
With $84 trillion in wealth expected to transfer to a younger, tech-savvy generation, managing wealth has become more complex. Masttro addresses challenges like illiquid investments and real-time reporting demands, ensuring wealth managers can keep pace with modern expectations and provide exceptional service.
FAQ 4: Who benefits from Masttro’s platform?
The platform is designed for family offices, RIAs (Registered Investment Advisors), wealth managers, and wealthy individuals. It helps these groups manage assets efficiently, personalize client experiences, and strengthen relationships with clear, accessible, and customizable wealth management tools.
Conclusion
Masttro’s next-generation platform sets a new benchmark in wealth management by simplifying data handling and providing real-time insights. By leveraging AI and seamless integration, the platform reduces manual work and enhances decision-making. With a focus on innovation and client needs, Masttro empowers wealth managers to navigate the complexities of modern wealth management with ease and efficiency.
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