sign inMasttro 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.
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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.
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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
-
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
- 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
-
Multi-Family Offices
- Single-Family Offices
- Fund managers
- Financial advisors
- Banks
70
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 (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