Masttro
6.2#9 in wealth managementAndroidiOSWeb
VisitMasttro vs RightCapital
RightCapital
7.0#3 in wealth managementAndroidiOSWeb
VisitWhat both publish
| Fact | Masttro | RightCapital |
|---|---|---|
| Headquarters | New York City, New York, United States | 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, United States |
| Integrations | Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds. | RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. |
| 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. | RightCapital says personally identifiable information and uploaded documents are encrypted at rest using AES-256, and data transmissions use HTTPS. |
Masttro plans
- Custom pricingPriced on request
RightCapital plans
- Basic$149.95
- Premium$209.95
- Platinum$254.95
- EnterprisePriced on request
Pick Masttro if…
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.
Pick RightCapital if…
It is intended for financial advisors who need retirement, tax, insurance, investment, estate or other planning tools and client-facing summaries. Its portal and mobile app also support clients who want to view financial details, track budgets and upload documents.