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Скачать или смотреть How Family Offices Manage Asset Valuations With AI | Masttro In A Minute

  • Masttro
  • 2026-02-10
  • 618
How Family Offices Manage Asset Valuations With AI | Masttro In A Minute
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Описание к видео How Family Offices Manage Asset Valuations With AI | Masttro In A Minute

In this Masttro In a Minute episode, we demonstrate how asset valuations can be updated using a simple conversational prompt. We show how family offices manage valuations across complex estates that include global holdings and physical collections. You will see how Masttro’s intelligence assistant retrieves context, guides valuation updates, and logs changes automatically, removing the need to navigate the platform or handle manual admin work.

🔔 Subscribe for more Masttro In a Minute Videos:    / @masttro_wealth  

Key Takeaways
● Asset valuations can be updated using a simple conversational prompt.
● Global estates and collections are managed within a single, mapped structure.
● The intelligence assistant retrieves context and guides valuation updates step by step.
● All changes are logged directly on the asset record for auditability.
● Administrative portfolio tasks are completed without navigating the user interface.

About Masttro
Masttro was born inside a multigenerational family office in 2010, by founders who were frustrated by fragmented data, manual reporting, and limited visibility into complex structures and alternatives.
What started as an internal solution to see and manage every dimension of the family’s wealth has become a purpose-built platform for family offices and UHNW advisors worldwide—designed with the same rigor we demanded for our own capital.

What makes Masttro different

Whether you're leaving behind spreadsheets or outgrowing your current system, Masttro delivers one trusted platform for all assets, entities, and documents—so your team gets real-time clarity, control, and scalability from day one.

For more information, visit https://masttro.com/

Who We Serve
Single Family Offices: https://masttro.com/family-office-sof...
Multi-Family Offices: https://masttro.com/multi-family-offi...
RIAs: https://masttro.com/ria-software
Private Banks: https://masttro.com/institutions

Take a Product Tour:
Visit masttro.com/tours to explore our platform.
Portfolio Management Center: https://masttro.com/tour/portfolio-ma...
Secure Communications Portal: https://masttro.com/tour/secure-commu...
Global Wealth Map (GWM): https://masttro.com/tour/global-wealt...
Masttro Intelligence: https://masttro.com/tour/masttro-inte...
Consolidated Portfolio Analysis (CPA): https://masttro.com/tour/consolidated...

If this video helped you, like and share it.

Subscribe below for more Masttro In a Minute episodes. Let us know in the comments how you currently generate reports and what features you’d like to see next.

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