CitizenX vs Masttro

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

CitizenX

Category
Advisors

CitizenX is the only secure and private platform to invest and get citizenship in countries welcoming families offices and entrepreneurs. By combining Swiss engineering with 24/7 Concierge service, we help you diversify your passport portfolio and secure a safe future for you and your loved ones.

Read more
masttro wealth platform logo

Masttro

Category
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.

Read more
Company
Employees

  • 0-10

Founded

  • 2023

Locations

  • Zug

Top 5 Markets

  • United States of America,
  • United Kingdom,
  • United Arab Emirates,
  • Canada,
  • Singapore

Ownership

  • Owned by management,
  • Key staff also have ownership,
  • 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.


–

Client
Focus

  • Individual wealth owners

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices


  • 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
Main Tasks

  • Advisors
  • Compliance
  • Investment platform

Top features

  • Transparency
  • Visionary Purpose

Assets supported

  • Alternatives

Whitelabel

  • No


  • 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


  • Yes

Technology
Type Of Software

  • Serviced software

Integrations

Not applicable

Mobile App

  • No


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


  • Yes