AI Automation for Masttro

7 workflow automations purpose-built on top of Masttro — no data leaves your system, no parallel tool for your team to learn.

Multi-Family Office Operations Director · Reporting & Analytics

Consolidated Family Reporting

AI assembles the consolidated report from Addepar and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days. Purpose-built for teams running Masttro — uses the native API or agent integration so nothing leaves the system of record.

Multi-Family Office Operations Director · Finance & Accounting

Family Bill Pay & Cash Coordination

AI captures bills from every channel, classifies them per entity in Addepar, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero. Purpose-built for teams running Masttro — uses the native API or agent integration so nothing leaves the system of record.

Multi-Family Office Operations Director · Reporting & Analytics

K-1 Distribution & Partnership Admin

AI generates K-1s from Addepar partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks. Purpose-built for teams running Masttro — uses the native API or agent integration so nothing leaves the system of record.

Multi-Family Office Operations Director · Operations & Workflow

Bespoke Itinerary Build

AI drafts the itinerary in Addepar from client preferences and supplier availability, sources reservations, and produces the client-facing document — advisor refines the human touches, doesn't build from zero. Purpose-built for teams running Masttro — uses the native API or agent integration so nothing leaves the system of record.

Multi-Family Office Operations Director · Communication & Outreach

Supplier & DMC Coordination

AI tracks every confirmation in Addepar, chases outstanding ones, surfaces booking conflicts, and notifies the advisor only when human intervention is needed — chase work disappears. Purpose-built for teams running Masttro — uses the native API or agent integration so nothing leaves the system of record.

Multi-Family Office Operations Director · Finance & Accounting

Travel Commission Reconciliation

AI ingests commission statements from every supplier into Addepar, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero. Purpose-built for teams running Masttro — uses the native API or agent integration so nothing leaves the system of record.

Multi-Family Office Operations Director · Operations & Workflow

Trust Administration & Beneficiary Statements

AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Addepar, and flags trust-term compliance issues — trustee operates with full audit trail. Purpose-built for teams running Masttro — uses the native API or agent integration so nothing leaves the system of record.