Masttro

Robôs-consultores e gestão de patrimônio

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This integrated wealth management platform consolidates, visualizes, and automates complex financial portfolios across diverse asset classes, jurisdictions, and entity structures, providing a extensive and real-time view of net worth for ultra-high-net-worth individuals, family offices, wealth advisors, and financial institutions. Its main features include AI-powered document processing, private investment automation, performance analytics, risk assessment, centralized client data, secure communication portals, and automated reporting, solving challenges related to data fragmentation, manual workflows, compliance, and security, and supporting stakeholders in making better, efficient, and confidential wealth management decisions.

Masttro pode ser encontrado em Robo-Advisors & Wealth Management categorias.

Os produtos mais semelhantes a Masttro são:

stockportfolio Perfil verificado Promovido → Aleta → Eleven → CircleBlack → Black Diamond →

Capturas de tela

Detalhes

Principais características do Masttro

• Connect
  Integrate Masttro smoothly with your existing technology tools.
• Control
  Make managing your portfolio easier with custom dashboards and automation tools.
• Communicate
  Create special views for your clients and share wealth data safely.
• Consolidate
  Easily import all your wealth data with simple connections and integrations.
• Document AI
  Use AI to automate handling of important documents like capital calls and statements.
• Mobile Apps
  Access your data easily and view it live using powerful mobile applications.
• Secure Sharing
  Share documents securely and manage permissions easily.
• Data Aggregation
  Combine all your financial data in one place for a complete view of your wealth.
• Flexible Outputs
  Use API endpoints to connect Masttro with other technology platforms.

Emblemas

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Cópia do crachá

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Cópia do crachá

Masttro Alternativas

stockportfolio

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Aleta

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CircleBlack

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Black Diamond

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Privé

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Tecnologias Utilizadas

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