Masttro has launched Masttro Intelligence, a new AI tool built to help family offices and institutions manage wealth. Developed over three years, the system uses natural language processing and multiple AI agents to collect and classify documents, extract and map key data, and answer portfolio questions in plain language. The system supports documents such as K-1s, partnership agreements, trust deeds, financial statements, capital call notices, insurance policies, and private-markets packets, turning them into insights simply by talking.
Available modules include the previously launched Documents AI, Alternatives AI, and an Intelligence Assistant that works across every layer of the Masttro platform. The launch builds on Masttro’s recent partnerships with Canoe and Arch for alternatives documents processing.
According to Masttro, key use cases include:
- Automate document collection and classification across every wealth artifact.
- Extract, reconcile, and map key fields to the correct accounts, entities, and classifications.
- Answer complex portfolio questions in plain language and return results as tables, dashboards, and portfolio breakouts – all within a unified, compliant environment.
Masttro Intelligence runs in a private AI system inside Masttro’s Swiss data centers. According to the firm, clients keep full control of their data, which stays separate and protected at all times. The system doesn’t use client data for training, and all encryption keys belong to the client. Early users, including Jefferson River Capital, say the tool has cut down manual work and improved how they focus on strategy and decision-making.