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Average Ratings 0 Ratings
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
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