Masttro vs FA Solutions Comparison
You are looking for alternatives to Masttro. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

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.
Read more
FA Solutions
Category
Portfolio Management
Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.
Read moreCompany
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
-
1999
- Owned by management
- Key staff also have ownership
Finland
- London
- Helsinki
- Stockholm
- Riga
- Norway
- Singapore
- Switzerland
- United Arab Emirates
- United Kingdom
$+100B
$500M-5B
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
-
Multi-Family Offices
- Single-Family Offices
- Fund managers
- Financial advisors
- Banks
70
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
- CRM
- Governance
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio Management
- Trading (orders only)
- Data Aggregation
- Risk Management
- Impact/ESG Reporting
- Portfolio & Trade order management
- Analytics
- Compliance
- Corporate actions
- Fee management
- Reconciliation
- FA Client Front
- Reporting
- Accounting
- Client Management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- AIFMD
- UCITS
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
- Layers approach
- Two-factor authentication ISO Certified hosting partners
- SSL encryption
- 3rd party annual penetration test audit trail
- Microsoft
- Java
- MS Office
- M2 wealth
- Various custody connections
- Bloomberg
- MorningStar
- Nasdaq
- Calastone
- Azure
Yes