Tag : Jay McNamara

Masttro Partners With Truewind to Move Wealth Data Into the Family Office Accounting Stack
Finance Investments News

Masttro Partners With Truewind to Move Wealth Data Into the Family Office Accounting Stack

Business Wire
New integration securely transfers Masttro data into a chart of accounts structure for accounting platforms like Sage Intacct. Masttro, the global operating system for complex wealth, announced a partnership with Truewind, the San Francisco-based AI accounting platform used by finance and family office teams. The integration offers UHNW wealth management......
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