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Jay Solutions vs Masttro

You are looking for alternatives to Jay Solutions. Here you can compare the best Consolidated Reporting and other family office technologies based on our annual benchmark and comparison surveys. This page provides a side-by-side comparison of Jay Solutions and Masttro.

Jay Solutions
Jay Solutions
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Provider Type

Technology Providers

Tagline

Founded

Location

Switzerland

Verified

Not verified

Categories

Consolidated ReportingPortfolio Management

Services

Target Segments

Regions Served

Client Types

Website

Provider Type

Technology Providers

Tagline

The Operating System for Modern UHNW Wealth Management

Founded

2010

Location

United States of America

Verified

Verified

Categories

Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance

Services

Wealth ManagementData AggregationPortfolio AnalyticsDocument ManagementCash ManagementClient Reporting

Target Segments

Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank

Regions Served

North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal

Client Types

Single-family officeMulti-family officeWealth Advisor / RIAPrivate BankProfessional Services FirmFamily Foundation

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