M&C Complete vs Matauro

M&C Complete gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips. See all of your financial accounts and investments in one place at any time. Track your progress toward retirement and other goals. Receive up to date performance information at the security, account, goal and your total wealth level. Benchmark yourself against your peers. Receive pro-active alerts regarding current events that could impact your portfolio. Benefit from personalized information that makes you a smarter, more informed investor. M&C Complete substantially improves communication between you and your advisors.

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