Point vs Masttro

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

Point

Data Aggregation

Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data. The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing.

Masttro

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.

Employees

0-10

Revenue

–

Founded

2017

Ownership

Owned by management
Key staff have ownership
External investors

Incorporated

Locations

Top markets

UK
Switzerland
UAE
USA

Total AUM

–

Avg. AUM per client

–

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,
Multi-family offices,
Private Banks,
Wealth Consolidators

Secondary focus

Asset servicing companies, trusts,
Investment & Financial Advisors (RIAs/IFAs)

Number of clients

0 – 10

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

Data Aggregation
Investment Book of Record (IBOR)
Advanced Portfolio Analysis
Consolidated Total Wealth Client Reporting
Data Sharing & Integration

Top features

Data Aggregation & Reconciliation
Independent Investment Book of Record (IBOR)
AI Data Assistant
Consolidated Client Reporting
Custom Client Reporting
Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
Multi-geography & Multi-currency
Open Data Sharing & Integration

Assets supported

Bankable or Financial Assets & Funds
Private Equity & Direct Investments
Real Estate
Foreign Exchange
Lifestyle Assets & Rare Collectibles

Compliance

–

Whitelabel

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

Technology

Type Of Software

SAAS
Serviced Software

Security

Hosted on Azure
Encrypted
Multi-factor Authentication

Ecosystem

–

Integrations

Custom: Point API Open Data Sharing Toolkit
Expersoft PM1
Orca
Moneyinfo
Investglass CRM

Mobile App

Yes (via integration partner)

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

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