Saffery Trust has partnered with leading wealth technology company, Masttro, to offer advanced consolidated reporting to its clients.
The partnership will enable Saffery Trust’s ultra-high-net-worth client base a single view of multi-asset portfolios including tangible assets, such as art, jewellery and cars, digital assets including cryptocurrency, and investment portfolios.
The Masttro platform is data-driven and utilises artificial intelligence to give individuals and families a full view of their total net worth, including data extraction, processing, and analysis. Wealth data is tailored to suit the needs of each client and can be split by region, currency, custodian, asset class and estate structure, with multiple reporting templates and timeframes.
Saffery Trust Client Director, Stefan Aegerter, said the Masttro platform was chosen following a rigorous four-month trial.
“Our clients often have sophisticated investments and multi-asset, multi-jurisdictional wealth structures. After evaluating several platforms, the standout benefit of Masttro was the ability to tailor the reporting to meet the objectives of each client.
“As an independent firm, we offer bespoke services to support opportunity and enable success for all our clients, including both individuals and family offices. From annual real estate valuations, quarterly private equity statements or daily bank statements, the Masttro platform will support us in delivering the first-class service our clients expect.”
The platform facilitates advanced data aggregation, streamlined reconciliation processes, tailored permissioning tools and multi-device support including Windows, Mac, iOS and Android.
Stefan added: “In an era where service providers and clients alike are accustomed to accessing information anywhere, anytime, we continue to prioritise investing in technology which allow our clients seamless access to the data that matters to them. We look forward to working in partnership with Masttro to deliver the best possible service.”
Masttro Executive Director, Natalie Rotermund, said the partnership would support Saffery Trust professionals in their role as trusted advisors.
“The best advisors offer something truly unique. When tradition meets technological innovation, it creates value by applying novel solutions to complexity.” She continued, “Wealth is complex. Masttro translates all aspects of wealth into WealthData, enabling Saffery Trust’s clients to have a 360-degree view.”