Description
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