Bourgeois Boheme Fintech vs Masttro

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

Bourgeois Bohème

Accounting

BOBO Famex™ is a private financial and lifestyle platform designed for high-net-worth families and the trusted people around them. Built by two leading European family offices, BOBO was created to solve the everyday complexity that comes with managing wealth across multiple homes, people, and responsibilities.

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.

Founded

2018

Headquarters

Lithuania

Team Size

11-50 employees

Global Reach

While headquartered in Lithuania, BOBO Famex™ operates with a cross-border footprint and serves clients across key HNW hubs globally. The platform is designed to support families and family offices operating in multiple jurisdictions and currencies.

Top 5 Markets

United Kingdom
Germany
France
Sweden
Finland

Ownership

Privately owned by management
Backed by external investors (non-client, non-staff)

News and PR

Social Channels

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.

–

Client

Primary

Individual wealth owners
Single-family offices
Multi-family offices

Secondary

Private banks
Fiduciary & advisory firms
Private schooling, real estate & property management companies

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

–

Product

BoBo Essentials

Structure and simplify daily financial operations
Delegate spending securely to staff and household teams
Empower trusted individuals without compromising control and oversight
Enable financial independence for children within clear limits and parental controls
Manage lifestyle and payments through one secure hub
Streamline approvals and reduce back-and-forth admin
Consolidate oversight across properties, people, and accounts
Centralise documentation supporting household expenditure

Users

Family offices
Principals and family members
Household staff and assistants
Professional advisors and external partners

Top Features

Family & Staff Wallets
Instant Wallet Transfers
Customised Spending Controls
Authorised Access Management
Control Hub (Overview, Reporting, Reconciliation, Invoice Docs)
Delegated Payments
Wallets for Younger Family Members
Payment Cards
Payment Devices and Wearables
Unmatched Limits
Streamlined Digital Onboarding
24/7 Human Support
Dedicated Compliance Team
Lifestyle Assistance & Global Concierge
Exclusive Global Events
Preferential Travel Benefits

Reporting & Control

Real-time spend visibility
Transaction overview
Invoice and document storage
PDF & CSV data export
Role-based access for advisors, accountants, and PAs
Detailed user audit reports

Security and Technology

Available on iOS and Android
Cloud-native architecture (GDPR compliant)
Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
PCI DSS and ISO 27001 compliant
White-label ready
Secure, cloud-based hosting
End-to-end encryption across all transactions and document exchanges

Use Cases

- BOBO provides tailored financial solutions for high-net-worth families, managing household expenses and urgent personal requests with a focus on security and efficiency.
- Click here to explore.

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

Security

Available on iOS and Android
Cloud-native architecture (GDPR compliant)
Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
PCI DSS and ISO 27001 compliant
White-label ready
Secure, cloud-based hosting
End-to-end encryption across all transactions and document exchanges

Type Of Software

SAAS

Integrations

Not at present

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

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Necessary

Always Enabled

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