Matauro

Easily track account details & performance with the MATAURO app. MATAURO clients can access all detailed account information, important documents, and custom date performance reporting, right at your fingertips. Access your account details: - View account balances and position details - Compare/contrast allocation breakdowns across accounts, asset classes, and securities - Project total portfolio income across dividends and interest Evaluate performance data: - Utilize custom date reporting for transparent performance data - Identify changes and insights over time to inform decision-making Store important documents: - Review shared documents in a secure vault - Ensure proper record keeping for all finances - Simplify document management in a centralized location (e.g. statements, estate plans, insurance, etc.) Please contact the MATAURO team directly for authorization & login details