Eton Solutions vs Masttro Comparison

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Eton Solutions

Category
Consolidated Reporting

USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.

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masttro family office software

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

  • 100–500
Revenue

  • $5–10 million
Founded

  • 2015
Ownership

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
Incorporated

  • United States of America
Locations

  • Chapel Hill
  • Bangalore
Top 5 Markets

  • Canada
  • United States of America
Total AUM

  • $400 billion+
Avg. AUM per client

  • $1–20 billion

  • 100-500

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  • 2010

  • Owned by management

  • Switzerland
  • United States
  • Mexico
  • Chile

  • Zurich
  • New York
  • Miami
  • Los Angeles
  • Indianapolis
  • Mexico City
  • Monterrey
  • Santiago

  • North America
  • Europe
  • Latin America
  • Middle East

  • 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
Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies
Number

  • 26

  • Single-family offices
  • Multi-family offices
  • Individual wealth owners
  • Private banks
  • Registered investment advisors
  • Broker-dealers
  • Trust & estate companies
  • Asset managers

  • Fund managers
  • Financial advisors
  • Banks

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Product
Main tasks

  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
Top features

  • CRM
  • Document management
  • General ledger data
  • Aggregation
  • Partnership and trust accounting
  • A/P – payments processing
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Risk management
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance

  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards
Whitelabel

  • Yes

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

  • Data aggregation (direct, server-to-server feeds to more than 400 custodians globally)
  • Portfolio analytics (‘slice and dice’ data interactively)
  • Estate mapping tool (patented)
  • Military-grade cybersecurity and data privacy standards
  • Standardized and customized reporting
  • Cash projection
  • 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
  • 24/7 alerts and monitoring functionality
  • Integrated general ledger
  • Property management system
  • Simple and efficient onboarding process
  • Mobile and tablet apps
  • Document & contact management

  • Bankable assets
  • Private equity
  • Hedge funds
  • Real estate
  • Fixed income
  • Equities
  • Private direct company
  • Rare collectables
  • Cryptocurrencies

  • GDPR

  • Yes
Technology
Type Of Software

  • SaaS
Security

  • Azure world class security infrastructure and security monitoring operations
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Native Azure AD integration
  • Identity federation, single sign-on and multi-factor authentication
  • Real time security incident and event management
Ecosystem

  • Microsoft
Integrations

  • Incoming bank feeds from many custodians and banks
  • Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
  • Integration with market data sources like Refinitiv APIs
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
Simple solutions for complex times.