Masttro vs Eton Solutions 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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Eton, family office software, portfolio management software, consolidated reporting software

Eton Solutions

Category
Consolidated Reporting

USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.

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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

-


100-500


$5-10m


2015


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


United States of America


  • Chapel Hill
  • Bangalore


  • Canada
  • United States of America


$+300B


$1-20B

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


  • Multi-Family Offices
  • Financial advisors


  • 12 SFOs
  • 6 MFOs
  • 1 Business Manager

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
  • CRM
  • Governance
  • Compliance
  • Portfolio Management
  • Data Aggregation
  • Risk Management


  • CRM
  • Document Management
  • General Ledger Data
  • Aggregation
  • Partnership and Trust Accounting
  • A/P – Payments Processing
  • Consolidated Reporting
  • Portfolio Management
  • Client Portal
  • Risk Management


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


  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards


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


  • Azure World Class Security Infrastructure and Security Monitoring Operations
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Native Azure AD integration
  • Identity federation, single sign-on and multi-factor authentication
  • Real time security incident and event management


Microsoft


  • Incoming bank feeds from many custodians and banks
  • Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
  • Integration with market data sources like Refinitiv APIs


Yes

Simple solutions for complex times.