Overview of Masttro

The process of welcoming new clients, ensuring that their inquiries and concerns are addressed, and delivering new products and services as needed is called onboarding. Depending on the firm, onboarding can take different forms, from welcome calls to user groups to training sessions. Despite the fact that it is commonly viewed as a need to sustain customers and deepen their connections, many firms struggle with the coordination of onboarding procedures and their execution through numerous departments.

Presentation tools are digital tools that allow you to present data or files using graphics, text, audio, or video. These tools assist you in capturing your audience's attention. Presentation tools can improve your presentation skills and make you better in influencing others. They also help make you become more aware of the audience so that you can pinpoint their needs and communicate effectively relating to them. Many business executives are now using PowerPoint to create organizing, presenting, and delivering presentations offering greater control over presentation design and more interaction with audiences.

Investor management is an essential feature in any software designed for financial management. It provides a comprehensive platform for businesses and organizations to manage their investors and stakeholders efficiently. This feature allows users to create and maintain a detailed record of all their investors, including their personal information, investment portfolio, and communication preferences. One of the primary functions of investor management is to help businesses stay organized and keep track of their stakeholders. With this feature, businesses can easily access vital information about their investors, such as investment history

A client portal is a software that allows your company to share digital files, information, and services with customers. For example, it will enable you to share and receive documents, instructions, project specs, invoices, mockups, and other forms of data quickly and easily. Most internet users expect an easy and fast way to get in touch with businesses. This has never been more true than today when most people use their mobile phones to get information. The need has never been greater for web-based client portals as your clients strive to get work done anywhere, at any time, on any device.

Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfolio management (PPM) is used by project managers and project management organisations (PMOs) to assess the possibility for a project's success. Organizations and managers can see the full picture using project portfolio management.

Remote access is a software feature that allows users to access a computer or network from a remote location. This means that individuals can access their work or personal computers from any device and from anywhere with an internet connection. This feature essentially eliminates the need for physical presence, making it an essential tool for individuals and businesses alike. One of the main advantages of remote access is its convenience. Users can access their files, documents, and applications in real-time without having to worry about being physically present at their workstation