Eton Solutions vs Masttro Comparison

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Eton, family office software, portfolio management software, consolidated reporting software

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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masstro, family office software, portfolio management software, consolidated reporting 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

$5-10m

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

$+300B

Avg. AUM per client

$1-20B


100-500


-


2010


Owned by management


  • Switzerland
  • United States
  • Mexico
  • Chile


  • Zurich
  • New York
  • Jackson Hole
  • Mexico City
  • Monterrey
  • Santiago


  • North America
  • Europe
  • Latin America
  • Middle East


-


-

Client
Focus

Single-Family Offices

Serves also

  • Multi-Family Offices
  • Financial advisors

Number

  • 12 SFOs
  • 6 MFOs
  • 1 Business Manager


  • UHNW Families
  • Single Family Offices
  • Multi-Family Offices
  • Private Banks
  • Independent Advisors
  • Financial Institutions
  • Trust & Estate Companies
  • RIAs & Broker Dealers


  • Fund managers
  • Financial advisors
  • Banks


-

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 Reporting
  • CRM
  • Compliance
  • Portfolio Management
  • Data Aggregation
  • Accounting


  • Global wealth map
  • Consolidated portfolio analysis
  • Performance reporting
  • Communication portals within the family&clients
  • 24/7 alerts and monitoring functionality
  • Mobile apps
  • Document management
  • Compliance functionality
  • General ledger & balance sheet
  • Military-grade security standards
  • Simple and efficient on boarding process


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


  • MiFID II
  • GDPR
  • FITLEG
  • FINRA/SEC


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.