Masttro replaces manual spreadsheet work with automated workflows and collaboration across the team. Two features of the platform — Alternatives AI and Documents AI — handle automated data ingestion and reconciliation, keeping your family office's reports accurate and up to date.

Run family bill pay & cash coordination on autopilot inside Masttro. Multi-Family Office Services bill pay across personal, entity, foundation, and trust accounts in Addepar runs hundreds of transactions per family per month — and one missed bill is a phone call from the principal.

Masttro delivers total wealth visibility, AI-powered automation, and military-grade security so organizations of every size can simplify complexity, manage risk, and scale with confidence.

7 AI workflow automations built on top of Masttro. Browse by role and see what's possible — built by Calish Consulting.

Explore family office bill pay solutions—from approval workflows and audit trails to cash visibility and reconciliation—so payments stay accurate and on time.

Review of Masttro Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

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Compare 5 Masttro competitors for family offices and RIAs across accounting depth, reporting, data aggregation, portals, integrations, pricing approach, and best-fit use cases.

It combines general ledger accounting, bill pay, investment data, entity management, document management, and reporting with hundreds of pre-built workflows, aiming to run the entire family office operation in one system.

Learn how to use the Masttro platform. Try using terms in quotation marks for better search results. This site's contents are available only to Masttro clients.