Masttro vs Asset Vantage Comparison

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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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Asset Vantage, family office software, portfolio management software, consolidated reporting software

Asset Vantage

Category
Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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Company
Employees

  • 100-500
Revenue

-

Founded

  • 2010
Ownership

  • Owned by management
Incorporated

  • Switzerland
  • United States
  • Mexico
  • Chile
Locations

  • Zurich
  • New York
  • Miami
  • Los Angeles
  • Indianapolis
  • Mexico City
  • Monterrey
  • Santiago
Top 5 Markets

  • North America
  • Europe
  • Latin America
  • Middle East
Total AUM

  • 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.
Avg. AUM per client

-


  • 50-100

-


  • 2011

  • Owned by management
  • External investors

  • United States of America

  • Stamford
  • Mumbai
  • Pune

  • United States of America
  • India
  • United Arab Emirates
  • Saudi Arabia
  • Australia/New Zealand

-


  • $125 million+
Client
Focus

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

  • Fund managers
  • Financial advisors
  • Banks
Number

-


  • Single-family offices

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Accounting firms
  • Trust companies
  • Banks & institutions

  • 200+ SFOs
  • 10 MFOs
  • 10 CPAs
Product
Main tasks

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

  • 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
Assets supported

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

  • GDPR
Whitelabel

  • Yes

  • Accounting
  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Document management

  •  Consolidated view across all liquid and illiquid asset classes & entity structures
  • Multi-period performance & benchmarking
  • Partnership accounting and entity look-through
  • Global listed equities & fixed income traded asset pricing
  • Integrated general ledger
  • Consolidating & multi-period balance sheet & trial balance
  • Consolidating & multi-period income statement
  • Capital flow reporting
  • Fully configurable & exportable widget dashboard across performance reporting
  • Custodian transactions sync & reconciliation
  • Document vault
  • Check Writing
  • User permissions & entitlements
  • Transparent pricing

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

  • GDPR

  • Yes
Technology
Type Of Software

SaaS

Security

  • 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
Ecosystem

  • Proprietary integrated wealth technology solution
Integrations

  • Complimentary software by either push or pull data aggregation
Mobile App

  • Yes

  • SaaS
  • Serviced Software

  • TLS (HTTPS) end to end
  • Unique client URLs tied to a VPN
  • Encryption for data at rest
  • Partners for VAPT
  • Unique database and URL

  • Linux

  • Integrations will be applicable from 2022

  • Yes
Simple solutions for complex times.