Masttro vs Asset Vantage Comparison

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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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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
  • Jackson Hole
  • Mexico City
  • Monterrey
  • Santiago

Top 5 Markets

  • North America
  • Europe
  • Latin America
  • Middle East

Total AUM

-

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


-


100M$

Client
Focus

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

Serves also

  • Fund managers
  • Financial advisors
  • Banks

Number

-


Single-Family Offices


  • Individual Wealth Owners
  • Multi family offices
  • Financial advisors
  • Accounting Firms


  • 200+ SFOs
  • 10 MFOs
  • 10 CPAs

Product
Main tasks

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

Top features

  • 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

Assets supported

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

Compliance

  • MiFID II
  • GDPR
  • FITLEG
  • FINRA/SEC

Whitelabel

Yes


  • Accounting
  • Consolidated Reporting
  • Portfolio Management
  • Data Aggregation
  • Document Management


  • Wealth Register
  • Period performance & benchmarking
  • Partnership look-through
  • Private Equity Global traded asset pricing
  • General Ledger Balance Sheet
  • Income Statement
  • Trial Balance
  • Custodian transactions sync & reconciliation
  • Document Vault
  • Check Writing


  • 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


Will be applicable from 2021


Yes

Simple solutions for complex times.