Masttro brings public and private, liquid and illiquid assets together in a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors. Its portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports. The platform aggregates data through more than 700 direct custodian feeds across over 40 countries; Masttro says it does not use screen scraping or third-party aggregators. Its alternatives tools use AI to read GP portal documents, emails, and uploaded PDFs, helping automate capital calls, valuation updates, and distributions while reporting TVPI, DPI, RVPI, and XIRR. Masttro Intelligence can answer questions about a family's wealth, surface exceptions, and help create reports or data exports within the platform's secure environment. The mobile app for iPhone, iPad, and Android includes alerts, interactive reporting, and published reports. Masttro says client data is encrypted at rest and in transit, hosted in a single-tenant Microsoft Azure environment in Switzerland, and protected with client-held encryption keys. Onboarding typically takes 12 to 14 weeks and includes an implementation specialist and project manager; ongoing support and training are included after go-live.
Who it is for
Masttro serves single- and multi-family offices, private banks, RIAs, professional service firms, and ultra-high-net-worth families. Its stated typical fit is families with net worth of $50 million and above, as well as their advisors.
What is good
- Combines public and private, liquid and illiquid assets in one wealth view.
- More than 700 direct custodian feeds across over 40 countries.
- Includes allocation, risk, and performance analysis.
- AI tools process alternative investment documents and report TVPI, DPI, RVPI, and XIRR.
- Mobile apps are available for iPhone, iPad, and Android.
- Ongoing support and training are included after go-live.
What to know first
- Pricing is available on request.
- Onboarding typically takes 12 to 14 weeks.
- It is not a general ledger or a replacement for accounting software.
Verdict
Masttro may suit family offices and UHNW families that need a consolidated view across traditional and alternative assets, with portfolio analysis and reporting. Its direct custodian feeds and alternative investment automation are central capabilities. Look elsewhere if you need a general ledger or software intended to replace QuickBooks, NetSuite, or Sage.
Get started with Masttro
- Visit Masttro's website.
- Contact Masttro to request a personalized pricing proposal.
- Plan for onboarding, which typically takes 12 to 14 weeks and includes an implementation specialist and project manager.
- Use the web platform or the iPhone, iPad, or Android app.
Questions about Masttro
How much does Masttro cost?
Masttro uses paid custom pricing. The proposal is personalized to client needs, scope, and requirements, with a flat annual fee that is not based on assets under management.
Which platforms are available?
Masttro is available on web, Android, and iOS. Its mobile app supports iPhone and iPad as well as Android.
Who does Masttro serve?
It serves single- and multi-family offices, private banks, RIAs, professional service firms, and UHNW families. Its FAQ describes a typical fit as families with $50 million net worth and above.
Does Masttro replace accounting software?
No. Masttro says it is not a general ledger and is not designed to replace tools such as QuickBooks, NetSuite, or Sage.
How long does onboarding take?
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.
Where is Masttro headquartered, and when was it founded?
Masttro was founded in 2010 and is headquartered in New York City, New York, United States.
Masttro plans and pricing
All plansCompared on portfolio management software
- Asset class coverage
- multi_asset_alternatives
- Performance reporting
- Yes
- Allocation analysis
- Yes
- Risk analysis
- Yes
