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Average Ratings 0 Ratings

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ease
features
design
support

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Description

MRI Agora equips your teams with seamless integrations, cohesive user experiences, and customized services, enabling processes that align perfectly with your specific requirements. Constructed on a framework of accessible and shareable technology, the platform consolidates data from various sources to provide a comprehensive overview. Allow AI to handle the analysis for you; it can detect trends over time, automatically highlight anomalies that need attention, and swiftly address critical inquiries. Your technology stack is truly one of a kind, connecting the systems that are most effective for your organization to establish a distinct competitive edge. Although today's businesses are leveraging an increasing number of technological systems, they still face challenges related to data visibility, integration, and automation. The real estate sector, in particular, produces an immense amount of data on a daily basis, yet as the volume rises, maintaining visibility across diverse applications remains a significant hurdle. To overcome these challenges, embracing innovative solutions is essential for driving efficiency and success in the ever-evolving market landscape.

Description

Masttro is an innovative wealth technology platform that consolidates every facet of an estate, including both liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and beyond, regardless of location or currency, into one cohesive WealthData system that ensures comprehensive visibility and management. It enables direct data intake from over 550 custodian feeds and various alternative sources, while its Doc AI feature streamlines the process of extracting statements and capital activity from fund portals. Users benefit from user-friendly, customizable dashboards, both templated and on-demand reporting, efficient task management, secure document storage, client portals with specific permissions, and a versatile API that allows for effortless integration with existing technology infrastructures. The platform employs military-grade encryption and private key security to safeguard data both at rest and during transmission. Tailored for family offices, wealth advisors, and professional service firms, Masttro provides not only dynamic performance analysis and portfolio management but also advanced data visualization tools for better decision-making. Additionally, its robust features are designed to adapt to the evolving needs of wealth management professionals and their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveBuilding
Entrata
Funnel
Knock CRM
L2L
MRI Affordable Housing
ResMan
Spherexx
Yardi Advanced Budgeting & Forecasting

Integrations

ActiveBuilding
Entrata
Funnel
Knock CRM
L2L
MRI Affordable Housing
ResMan
Spherexx
Yardi Advanced Budgeting & Forecasting

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

MRI

Founded

1971

Country

United States

Website

www.mrisoftware.com/mri-agora/

Vendor Details

Company Name

Masttro

Country

United States

Website

www.masttro.com

Product Features

Product Features

Alternatives

Alternatives

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