Clockwork vs Masttro

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

Category
Consolidated Reporting

Clockwork’s private investment management platform powers investors to centrally track alternatives and everything else. Our technology and team approach integrates investment content, email and documents alongside transaction data and siloed private information sources.

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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.

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Company
Employees

  • 11-50

Revenue

-

Founded

  • 2016

Incorporated

-

Locations

  • Charlottesville,
  • Montevideo and
  • Mexico City

Top 5 Markets

  • United States of America

Total AUM

  • $6 Billion

Avg. AUM per client

-

Ownership

  • Key staff also have ownership,
  • Clients are also owners


  • 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

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers


  • 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

  • Consolidated Reporting,
  • Data Aggregation,
  • Digital Due Diligence,
  • Investment platform

Top features

  • Digital Excellence,
  • Custom Reports

Assets supported

  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Gold & Precious Metals
  • Hedge Funds
  • Infrastructure
  • Lifestyle Assets & Rare Collectibles
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate
  • Venture Capital

Compliance

-

Whitelabel

  • Yes


  • 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

  • SAAS,
  • Serviced software

Ecosystem

-

Integrations

  • Xero,
  • Quickbooks

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