Masttro

Family offices are facing more complexity than ever — across governance, investing, cybersecurity, and inter-generational decision-making. We reviewed the latest UBS Family Office Quarterly and distilled 5 takeaways every family office should be thinking about in 2026. The common thread? Clarity, structure, and visibility are no longer “nice to have.” Source: UBS Family Office Quarterly, Q1 2026 Mark Tepsich Paul Westall Tayyab Mohamed #FamilyOffice #WealthManagement #Governance #Cybersecurity #FamilyOfficeOperations #Masttro

Thanks to Obediah Ayton for the mention and for highlighting Masttro as a go-to family office technology platform in the UAE. We’re proud of our strong roots in the region, including team members based in the UAE supporting sales and client success, and of the growing number of family offices across the Middle East using Masttro to manage increasingly complex global portfolios. As Obediah points out, whether you’re based in the UAE or anywhere else in the world, Masttro is built to support modern family offices with: • Unified reporting across entities, assets, and ownership structures 👉 https://lnkd.in/gNqpEwJ8 • AI-powered capabilities, including document intelligence and alternative investment data management — reducing manual work and improving visibility 👉 masttro.com/ai And as always, everywhere we operate, we offer non-AUM-based pricing — so family offices can scale, invest, and grow without technology costs increasing alongside assets. Learn more here: https://masttro.com/ #FamilyOffice #MiddleEast #UAE #WealthTech #Reporting

Dubai and Riyadh are buzzing right now, and so are we! 🇦🇪 🇸🇦 Jay McNamara , Gabriel F. Ben Amara , Phil Watson , and I are spending the full week on the ground in the UAE, diving deep into the future of finance with the region's leading financial institutions and family offices. The conversation has shifted from "What is AI?" to "How do we deploy it?" We’re showcasing how we’re moving beyond simple automation to Agentic AI - building workflows that don’t just follow rules, but think, adapt, and execute. Why this matters for the UAE financial ecosystem: • Workflow Autonomy: Shifting from manual data entry to AI agents that manage end-to-end operational tasks. • Smarter Decisions: Leveraging advanced tech to parse massive datasets for high-conviction investment signals. • Scale without Friction: Empowering family offices to manage complex portfolios with lean, tech-augmented teams. The energy here is incredible, and the appetite for innovation is unmatched. If you’re in the neighborhood and want to see how Agentic AI is changing the game (or just want to talk shop), let’s connect! ☕ Ping me if you’re around for a coffee or tea - we’d love to catch up. #UAE #WealthTech #AgenticAI #FamilyOffices #DigitalTransformation #Innovation #FinTech

Family office reporting is becoming more complex, with more entities, more asset classes, and more stakeholders, yet many teams are still relying on fragmented systems and manual processes. Next week, FOTechHub is hosting a virtual session on how leading family offices are modernizing reporting and financial administration to gain clearer, decision-ready visibility. The discussion will feature: Jay McNamara, CEO, Masttro John Carey, CEO, Aquilance Moderated by Dave Petersen, Director of Technology Consulting, Northern Trust If improving visibility across assets, entities, and ownership structures is a current priority, this session should be highly relevant. 🗓 January 29 | 9:00–10:00 AM ET 👉 Register here: https://lnkd.in/e9Ksf_e2 #FamilyOffice #FamilyOfficeTechnology #WealthTech #Reporting #FOTechHub

🎉 Proud moment for the Masttro team last night. We were honored to receive the Family Wealth Report Award for Most Innovative Use of AI in LATAM, along with recognition as the Overall Tech Solution for Miami. This award reflects our continued focus on building intelligent, scalable technology that solves real complexity in global wealth—without compromising clarity or control. Thank you to Family Wealth Report for the recognition, and to our clients and partners who continue to challenge us to raise the bar. Most importantly, credit to the Masttro team. This is the result of thoughtful innovation, disciplined execution, and a shared vision for what modern wealth intelligence should be. Jonathan Williams Juan Pablo Ortiz #InnovativeAI #MasttroIntelligence #UHNW #WealthTech #WealthManagement

Masttro empowers family offices, private banks, and RIAs with cutting-edge wealth technology. The intuitive platform allows teams to aggregate data, automate portfolio management, and streamline client reporting. From our interactive Global Wealth Map and powerful Consolidated Portfolio Analysis reporting module, to the game-changing agentic AI architecture of Masttro Intelligence, the platform provides features that deliver an exceptional experience across every relationship. But don’t take our word for it – see for yourself.  Explore Masttro’s industry-leading capabilities through short, interactive product tours, and follow us for more. https://masttro.com/tours #Masttro #UHNW #WealthManagement #FamilyOffice #RIA #WealthTech

The recent Simple family office software report highlighted concerns for family offices when it comes to selecting and using new technology.      It noted that while the family office software industry has significantly matured, many systems still don’t deliver exactly what is needed.    Seven significant challenges were noted:  1. Family offices want unified platforms rather than stitching together solutions 2. They need technology that embraces AI to reduce manual processes  3. Solutions should deliver reliable, credible data right from implementation    4. Systems should deliver operational confidence from the get-go   5. Family offices want dynamic software that supports decision-making 6. New technology is only useful if it’s intuitive and easy to learn 7. There are still governance and resource concerns with regards to AI  In our latest article, we take a look at these unique challenges in more detail, and explore how Masttro addresses each.     Read the full article at the link below.   https://lnkd.in/ep2sQSBm #FamilyOffice #UHNW #WealthTech #WealthManagement

A new collaborative report from IMD Business School and FBN (Family Business Network), both based in Switzerland, takes a more family-first approach than institutional reports. Their inaugural report emphasizes that many families view their office not purely as a financial hub, but as a platform to develop people, purpose, and resilience. But like other reports, it highlights that technology is playing a crucial role in how family offices evolve, helping them improve transparency, agility, and decision-making. Here’s a short summary from the report of the five areas where digital transformation in family offices is making a difference. 👉 Follow Masttro for more industry updates and insights. #FamilyOffice #WealthTech #DigitalTransformation #WealthManagement

Secure document exchange and report communication is essential in modern wealth management.     Without proper security infrastructure, sensitive information can get into the wrong hands and bring significant risks.    That’s where Masttro’s Secure Communication Portal comes in.    It allows firms to deliver interactive, real-time reports, securely share documents, and eliminate back-and-forth via email or PDF chains.    The tool empowers wealth managers and advisors with:  ✅ Highly secure exchange of financial and other sensitive information  ✅ More efficient collaboration, no more back-and-forth via email or PDF chains  ✅ A digital first, mobile-friendly communication experience  ✅ Transparency that supports client retention and satisfaction  ✅ Simplified reporting, with over 120 report templates to utilize  ✅ Data protection using military-grade security protocols and encryption.    For wealth managers and advisors, the Secure Communication Portal brings privacy, clarity and elegance to the client experience.    Find out more on the full set features at the link below.   https://lnkd.in/gEHyfkQK #FamilyOffice #WealthManagement #RIAs #WealthTech