Start Date / Programs / Executive Course

WealthTech: Aggregation and Controls for HNWIs & Family Offices

All of the wealth, in a single source of truth.

In-Person3 sessions / 6 hoursAug 31, Sep 1 and 3, 2026

Program Description

Wealth management is being redefined by technology. WealthTech is the segment of fintech focused on managing substantial wealth through advanced platforms, automation and artificial intelligence. This module presents the complete ecosystem: data aggregators that consolidate bank accounts, investments, properties and art into a single view; robo-advisors; collaborative financial planning with real-time scenarios; and digital custody for assets such as cryptocurrencies. It also addresses what the new generations of high-net-worth clients demand: transparency, granular control and direct access to their information at any time.

The course is practical by design. It includes a live demo of the Masttro platform, where participants observe how all of a client's assets and liabilities are consolidated into a single interactive dashboard: multi-custodian aggregation via API with more than 600 global custodians, AI-powered intelligent document extraction, tracking of illiquid assets — capital calls, waterfalls, IRR and multiples — tax-lot accounting, multi-currency management with live exchange rates and the integration of market data from Bloomberg and FactSet.

It is taught by Domingo Viesca, co-founder and President of Innovation at Masttro, a global WealthTech firm operating in more than 30 countries and one of the pioneers in applying financial technology to the world of family offices. The closing sessions address what is essential for deciding and implementing: cybersecurity and compliance, API integrations with the client's ecosystem, local adoption strategies and measuring the return on technology investment.

General Objective

Equip participants to identify the main categories of WealthTech solutions — portfolio consolidation and reporting, financial planning and automated investing — understand how digitalization and artificial intelligence are redefining best practices in Private Wealth Management, apply criteria for selecting and implementing technology platforms according to the needs of a private bank, a family office or an independent advisor, and understand the regulatory compliance and cybersecurity considerations relevant in the region, while maintaining the right balance between technology and the human touch.

Learning Objectives

  • 01Identify the main categories of WealthTech solutions and evaluate their benefits in personalization, transparency and efficiency.
  • 02Understand how digitalization and AI are redefining Private Wealth Management: from personalized advice at scale to real-time data-driven decision-making.
  • 03Apply criteria for selecting platforms according to the needs of a private bank, a family office or an independent advisor.
  • 04Evaluate critical platform capabilities: multi-custodian aggregation via API, support for illiquid assets, tax-lot accounting and multi-currency management.
  • 05Plan technology implementations while avoiding security risks and adoption gaps within the team or among clients.
  • 06Understand the regulatory compliance and cybersecurity requirements in the region: protection of sensitive data, SSO and encryption.
  • 07Maintain the balance between technology and the human touch in serving high-net-worth clients.

Why Take This Program

  1. Taught by Domingo Viesca, co-founder and President of Innovation at Masttro, a pioneer of WealthTech for family offices.
  2. Masttro operates in more than 30 countries and integrates via API with more than 600 global custodians.
  3. Includes a live platform demo: all of a client's assets and liabilities consolidated into a single interactive dashboard.
  4. Intensive in-person format: 3 sessions from 7:00 to 9:00 pm Mexico City time.
  5. Premium venues: Club de Industriales in Polanco and IADA Anáhuac.
  6. Full coverage of illiquid and alternative assets: private equity, capital calls, waterfalls, IRR and multiples.
  7. Outlook on 2026–2028 trends: mass personalization with AI, total transparency and asset tokenization via blockchain.
  8. Institutional-grade cybersecurity: SSO, encryption with client-controlled keys, MFA and continuity plans.
  9. Local adoption strategies with ROI measurement: controlled pilots, training and communication of added value.
  10. Aimed at wealth bankers, family office leaders, independent advisors and wealth consulting firms.

Syllabus — Key Topics

  • WealthTech versus general fintech: definition and focus on investment and private wealth management
  • Tool ecosystem: data aggregators, robo-advisors, collaborative financial planning and digital custody
  • 2026–2028 trends: mass personalization with AI and machine learning, transparency and blockchain
  • Integration with legacy systems: core banking and existing accounting systems
  • Data privacy and regulatory compliance in the implementation of wealth technology
  • Change management: technology training and adaptation of internal processes
  • Live demo of the Masttro platform: a single dashboard of the client's assets and liabilities
  • Multi-custodian aggregation via API: local custodians, offshore banks and brokers in the United States
  • Illiquid and alternative assets: capital calls, valuation history, waterfalls, IRR and multiples
  • Tax-lot accounting and multi-currency management with live exchange rates
  • Third-party market data integration: Bloomberg and FactSet
  • Cybersecurity: granular access controls, SSO, encryption at rest and in transit, and MFA
  • API integrations with custodians, CRM, accounting systems and reporting platforms
  • Local adoption strategies, ROI measurement and the future of the sector: generative AI and decentralized finance

Faculty

Domingo Viesca — Co-Fundador y Presidente de Innovación, Masttro