Masttro vs Ethic

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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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ethic

Ethic

Category
Impact & ESG

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

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Company
Employees

  • 100-500

Revenue

Founded

  • 2010

Ownership

  • Owned by management

Incorporated

United States of America

Locations

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

Top markets

  • United States of America
  • Switzerland
  • Canada
  • Italy
  • Mexico

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


< $50 million


2015


  • Key staff also have ownership
  • External investors (neither clients nor staff)
  • Clients are also owners
  • Owned by management


United States of America


New York City



As of July 2022: $2 billion


Client
Focus

  • Single family offices
  • Multi-family offices
  • Wealth/asset managers
  • Private banks
  • Financial Institutions
  • Fund/Private investment/Pooled vehicle managers
  • Professional Services Firms

Serves also

  • Financial advisors
  • Registered investment advisors
  • Broker-dealers
  • Individual wealth owners
  • Trust & estate companies

Number


  • Investment & Financial Advisors (RIA / IFAs)


  • Individual wealth owners
  • Single family offices
  • Multi-family offices


  • 109 RIAs
  • 12 single family offices
  • 7 multi-family offices
  • 6 institutional consultants

Product
Main tasks

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

Top features

  • 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

Assets supported

  • Bankable assets
  • Private equity
  • Hedge funds
  • Real estate
  • Private direct company
  • Collectables
  • Cryptocurrencies
  • Pooled vehicles
  • Liabilities
  • Receivables

Compliance

  • GDPR

Whitelabel

  • Yes


Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training


  • Sustainability research and resources
  • Sustainability diagnostic on existing assets
  • Tax optimisation and harvesting


Bankable or Financial Assets & Funds


-


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



Java


Software integrations can be discussed on a case-by-case basis.


No

Simple solutions for complex times.