Asseta vs Masttro

You are looking for alternatives to Asseta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Asseta

Artificial Intelligence

Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360° real-time view of your wealth, businesses, and investments.

Masttro

Consolidated Reporting

Based in Switzerland, the United States, Mexico and Chile, Masttro is an integrated global wealth technology platform. The platform delivers comprehensive & interactive views of total net worth, an intuitive and customizable client experience, and automated & robust operational efficiencies with military-grade security.

Employees

11 – 25

Revenue

Founded

January 2023

Incorporated

Locations

New York City

AUM

$11B

Avg. AUM per client

Ownership

Owned by management
External investors (neither clients nor staff)

100-500

–

2010

Owned by management

United States of America

Zurich
New York
Miami
Los Angeles
Indianapolis
Mexico City
Monterrey
Santiago

United States of America
Switzerland
Canada
Italy
Mexico

Masttro’s platform is uniquely designed to restrict Masttro’s visibility to client data, including client assets, as part of its award-winning data privacy standards.

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Client

Focus

Single family offices

Secondary focus

Individual wealth owners,
Multi-family offices,
Fund managers,
Funds of funds,
Software and technology providers

Single family offices
Multi-family offices
Wealth/asset managers
Private banks
Financial Institutions
Fund/Private investment/Pooled vehicle managers
Professional Services Firms

Financial advisors
Registered investment advisors
Broker-dealers
Individual wealth owners
Trust & estate companies

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Product

Main Tasks

Consolidated Reporting
Data Aggregation

Top features

Custom Reports

Assets supported

Cash & Equivalents
Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Digital Assets & Crypto Currency
Equities
Gold & Precious Metals
Real Estate
Private Equity Funds
Venture Capital
Foreign Exchange
Direct Private Equity

Compliance

Whitelabel

Consolidated, 360-degree view of total net wealth (full balance sheet)
Data ingestion & management
Estate & wealth mapping
Portfolio analysis
Consolidated reporting
Document & contact management

Data aggregation (direct, server-to-server feeds to more than 500+ custodians globally)
Interactive portfolio analytics
Estate & wealth mapping tool
Above-industry standard cybersecurity and data privacy standards
Flexible reporting in PDF & Excel
Cash projections
Multi-currency
Compliance center
Portfolio management
Track banking relationships and fees
Artificial intelligence-enabled document reader for private equity
Communication portals for within the family and with trusted Advisors
Integrated general ledger
Simple and efficient onboarding process
Mobile and tablet apps
Document & contact management

Bankable assets
Private equity
Hedge funds
Real estate
Private direct company
Collectables
Cryptocurrencies
Pooled vehicles
Liabilities
Receivables

GDPR

Technology

Type Of Software

SAAS

Ecosystem

Integrations

Payroll (ADP, Gusto)
Wealth Management (Addepar, Asora, Black Diamond, LandyTech, MyFO)
Payables (Bill, Ramp, Brex, Stripe)
Banking (12000+ institutions)
Tax + K-1s (Juniper Square, Arch)

Mobile App

SaaS

Military-grade infrastructure
Encryption keys
Data stored in an independent Tier 4 data center in Geneva with a redundancy site in Lausanne
ISAE 3402 Type II certified operating data center
Advanced Encryption Standard 256

Proprietary integrated wealth technology solution

Complimentary software by either push or pull data aggregation