Masttro

💡 Introducing Our Latest eBook: Secure Visibility for Modern Family Offices 💡 In today's interconnected financial landscape, the demand for transparent and secure financial reporting has never been more critical. As asset types, regions, risks, and markets intertwine, ensuring visibility while maintaining the highest degree of client privacy and security is paramount. At Masttro, we define transparency as enabling visibility without compromising privacy. Our latest eBook, Secure Visibility for Modern Family Offices, delves into this concept, showcasing how family offices can achieve real-time access to essential data while ensuring 100% security. Discover how Masttro empowers family offices to navigate the complexities of modern finance with confidence. Learn how to protect sensitive information and provide stakeholders with the insights they need, all within a secure framework. Ready to elevate your financial reporting? Download our eBook today and explore the future of secure visibility in wealth management. 🔗 Download the eBook Here: https://lnkd.in/eKAqwiai #WealthManagement #FamilyOffices #SecureVisibility #FinancialReporting #Masttro

Today Citywire published an article about our recent partnership with ACP Group. It has been great working with the team and we are very excited for what's to come. As ACP's own Esteban Endere pointed out, "Masttro's unique ability to provide a holistic view of both liquid and illiquid assets makes it an invaluable addition to our arsenal, and clearly stood above the competition." At the end of the day, we are all about #wealthinfullview Link to the article if you would like to learn more: https://lnkd.in/euZKDjc3

Today we are pleased to announce that ACP Group has chosen Masttro as their wealth tech partner. 🔍 "Masttro’s unique ability to provide a holistic view of both liquid and illiquid assets makes it an invaluable addition to our arsenal, and clearly stood above the competition." - Esteban Endere, Managing Partner ACP Group ACP Group, a boutique financial services firm, has partnered with Masttro to enhance wealth management services for family offices and ultra-high-net-worth individuals, particularly in Latin America. Masttro’s sophisticated platform aligns with ACP’s mission to provide a comprehensive overview of assets, secured by top-tier cybersecurity measures. 🤝 This strategic partnership will significantly enhance ACP’s offerings, with their large asset base in LATAM. Masttro's global presence and tailored solutions were a strong fit for their global expansion. We look forward to embarking on this exciting journey together! 🚀 Ramiro L. Colón Fabio Frazao Learn more here: https://lnkd.in/ePnkzTv8 #WealthManagement #FinTech #Innovation #Partnership #Masttro #ACPGroup #ClientFocus #FinancialServices #LATAM #MasttroGlobal

Two weeks ago we were proud to be in attendance at the Global Private Banker Innovation Awards in London. We also won "Most Innovative WealthTech Solution for Wealth Managers." Here's our thoughts on the award and what it means for us: https://lnkd.in/euMtwjyx Can't wait to be back next year! #masttro #globalprivatebanker #awards #londonwealthtech

We are proud to announce that last night in London, Masttro won "Most Innovative WealthTech Solution for Wealth Managers" at the Global Private Banker awards. One among hundreds of submissions for the awards, we were selected by judges due to our innovative release of Doc AI, a feature that automatically ingests and translates data from PDF capital statements and distributions into data points that can power the entire Masttro experience. Present in London to accept the award was our EMEA Head of Sales, René Raabe. The global Masttro team is excited for this landmark achievement and we are excited to continue sharing new product innovations in the months to come. #wealthtech #globalprivatebanker #industryawards #masttro

Today is your last chance to register for our webinar with Saffery Trust tomorrow at 2pm GMT (9am EST), featuring industry leaders Siobhan Moret MBA TEP and Stefan Aegerter TEP, alongside Michael Melia and Alexia Willimann. Learn how experts are thinking about the concept of "Secure Visibility" in financial reporting, to produce a 100% view of all assets. Register now, and see you tomorrow! https://lnkd.in/efzVrhs8

Meet our second special guest for our webinar on May 29th, Stefan Aegerter TEP from Saffery Trust. Stefan is Client Director, Switzerland, with two decades of industry experience, and focuses on developing Saffery Trust's presence in Zurich. We are excited to partner with Stefan to dive into the challenges of secure transparency in financial data based on his extensive experience. Register now to secure your spot! https://lnkd.in/efzVrhs8

Join us on May 29th for our webinar on "Secure Visibility" of financial data with our partners at Saffery Trust. Joining us will be Siobhan Moret MBA TEP, to provide her expertise on best practices around data management. Register now: https://lnkd.in/efzVrhs8

We are thrilled to be announce, with our partners Saffery Trust, our next webinar on May 29th! We will be discussing the concept of "Secure Visibility" in financial reporting, and best practices for using technology to provide the best of both worlds for advisors and families: maximum security, with powerful data visibility. 🗓️ May 29th, 2pm GMT / 9am EST 🔗Register here: https://lnkd.in/efzVrhs8 In this webinar we will cover: 🟢 The evolution of financial data management from paper- and excel-based methods to modern, tech-driven processes. 🟢 Key risks associated with handling wealth data and how to mitigate them. 🟢 How Masttro's technology provides a solution for secure storage and access to data 🟢 Best practices from Saffery Trust in managing trusts and maintaining client confidence. Sign up today to join for free. Spots are limited, on a first-come first-serve basis. We hope to see you there! Registration Link ➡️ https://lnkd.in/efzVrhs8

Join us *tomorrow* for our next webinar, at 2pm GMT (10am EST) with our friends at Druces LLP. We will be discussing "5 Steps to Modernize Legacy Planning," led by René Raabe and Matthew Duncan. Spaces are still available, at the link below: Register Now! https://lnkd.in/ecExdpwY What to Expect: -Insights on integrating technology with legacy planning. -Strategies for optimizing estate visualization and management. -Real-world applications from Druces LLP's 250+ years of experience. -Ideal for wealth managers, financial advisors, and legal professionals seeking to enhance their legacy planning practices. 🔗 Secure Your Spot Here: https://lnkd.in/ecExdpwY We'll see you tomorrow! #masttro #webinar #legacyplanning