Masttro
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their…
What Masttro is
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors. Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports. Masttro says it aggregates data through more than 700 direct custodian feeds across over 40 countries, without screen scraping or third-party aggregators. Its Alternatives AI reads GP portal documents, emails, and uploaded PDFs to automate capital calls, valuation updates, and distributions, and reports TVPI, DPI, RVPI, and XIRR. Masttro Intelligence can answer questions about a family's wealth, surface exceptions, and help generate reports or data exports within the platform. The iPhone, iPad, and Android app provides alerts, interactive reporting, and published reports. Masttro says data is encrypted in transit and at rest, held in a single-tenant Microsoft Azure environment in Switzerland, and protected by client-held keys; it is ISO/IEC 27001:2022 certified. Onboarding typically takes 12 to 14 weeks. Pricing is a flat annual fee based on client needs, scope, and requirements, with proposals available on request.
Good
- Aggregates over 700 direct custodian feeds across 40-plus countries.
- Portfolio tools include exposure, diversification, and risk analysis.
- Mobile apps provide alerts and interactive reporting.
- Ongoing support and training are included after go-live.
Watch out
- Not designed to replace general ledger or accounting software.
- Onboarding typically takes 12 to 14 weeks.
- Pricing requires a personalized proposal.
Who it suits
Masttro is aimed at ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms. Its FAQ describes a typical fit as families with $50 million net worth and above.
Verdict
Masttro combines a wealth view, portfolio analysis, alternatives processing, and mobile reporting for its stated client groups. Buyers should account for the onboarding period and its stated role as a wealth platform rather than general ledger software.
Plans and prices
From Masttro's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom pricing | Priced on request | Personalized proposal based on client needs, scope, and requirements; flat annual fee, not AUM-based |
The facts
Each one read from Masttro's own pages, with the date it was checked.
What it does
- Accounting limitation
- Masttro is not a general ledger and is not designed to replace accounting software such as QuickBooks, NetSuite, or Sage.checked 8 Oct 2026
- AI
- Masttro Intelligence answers questions about a family's wealth, surfaces exceptions, and can help generate reports or data exports within the platform's secure environment.checked 8 Oct 2026
- Allocation analysis
- Yeschecked 20 Sep 2026
- Alternative investments
- Alternatives AI reads GP portal documents, emails, and uploaded PDFs to automate capital calls, valuation updates, and distributions, and reports TVPI, DPI, RVPI, and XIRR.checked 8 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Data aggregation
- Masttro says it has more than 700 direct custodian feeds across more than 40 countries and does not use screen scraping or third-party aggregators.checked 8 Oct 2026
- Integrations
- Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds.checked 8 Oct 2026
- Mobile
- The mobile app is available for iPhone, iPad, and Android and provides alerts, interactive reporting, and published reports.checked 8 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Portfolio management
- Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports.checked 8 Oct 2026
- Privacy
- Masttro says its employees cannot see underlying client data and that it does not use client investment data for benchmarking, marketing, or AI training.checked 8 Oct 2026
- Product
- Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.checked 8 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- Masttro says data is encrypted at rest and in transit, hosted in a single-tenant Microsoft Azure environment in Switzerland, and protected by client-held encryption keys; it is ISO/IEC 27001:2022 certified.checked 8 Oct 2026
- Support and onboarding
- Onboarding typically takes 12 to 14 weeks and includes a dedicated implementation specialist and project manager; ongoing support and training are included at no extra cost after go-live.checked 8 Oct 2026
- Who it serves
- Masttro serves single- and multi-family offices, private banks, RIAs, professional service firms, and UHNW families, with the FAQ describing a typical fit as families with $50 million net worth and above.checked 8 Oct 2026
The company
- Founded
- 2010checked 28 Sep 2026
- Headquarters
- New York City, New York, United Stateschecked 28 Sep 2026
Alternatives to Masttro
- 1
MoneyGuide
iOSWebAPImacOS7.7 - 2
FundCount
AndroidiOSWebAPI7.6From $4,000 a year - 3
RightCapital
AndroidiOSWeb7.0 - 4
Advisor360° CRM
AndroidiOSWebAPI6.7 - 5
Advyzon
AndroidiOSWeb6.6 - 6
eMoney Advisor
AndroidiOSWebAPI6.5