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

DiliTrust
Category
Artificial Intelligence
DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.
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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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Employees
- 100-500
Revenue
-
Founded
- 1995
Incorporated
-
Locations
- Paris
- Milan
- Dubai
- Madrid
- Mexico City
- Wilmington
- Munich
- Montreal
Top Markets
- France
- Italy
- United States of America
Total AUM
-
Avg. AUM per client
-
Ownership
- Key staff also have ownership
- 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
-
Secondary focus
- Single-family offices
- Multi-family offices
- Banks
- Foundations
- Software and technology providers
- Other
-
- 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
- Compliance
Top features
- Board meeting management
- Contract automation
- Automated Workflows
- Delegation of authorities
- Visual ownership view
Compliance
-
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
- SAAS
Ecosystem
-
Integrations
- Outlook
- Hubspot
- Salesforce
- Microsoft Dynamics
- Google suite
- E-signature providers
- Office 365
Mobile App
- Yes
-
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