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