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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Our cutting-edge compliance software is tailored to meet the requirements of intricate compliance organizations as well as smaller RIA compliance teams. The SmartRIA platform effectively caters to the diverse needs of compliance consultants, compliance officers, operations personnel, investment advisors, wealth and asset managers, along with their supporting staff. By leveraging SmartRIA, firms like yours can flourish within the regulatory landscape. Crafted specifically for the demands of compliance professionals, SmartRIA solutions enhance the workflow of compliance consultants, officers, operations teams, investment advisors, and wealth and asset managers alike. Picture kicking off your week with a comprehensive overview of your firm's compliance calendar, all accessible through an intuitive dashboard designed for easy mastery within a single day, utilizing technology that genuinely streamlines your operations and boosts efficiency. Additionally, this platform not only simplifies compliance management but also empowers teams to focus on strategic initiatives and growth.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Masttro

Country

United States

Website

www.masttro.com

Vendor Details

Company Name

Smart RIA

Founded

2011

Country

United States

Website

www.smart-ria.com

Product Features

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Alternatives

Alternatives

SIMON Reviews

SIMON

SIMON Markets
WealthERP Reviews

WealthERP

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BITA Risk

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