Masttro vs Global Asset+ by Lombard Odier

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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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Global Asset+ by Lombard Odier

Category
Consolidated Reporting

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

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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


  • 500+


  • $235 million (2020)


  • 1796


  • Owned by management


  • Switzerland


  • Geneva
  • Zurich
  • Brussels
  • London
  • Luxembourg
  • Paris
  • Madrid
  • Dubai
  • Abu-Dhabi
  • Hong-Kong
  • Singapore
  • Tokyo
  • Bermuda
  • Nassau


  • Switzerland
  • United Kingdom
  • Singapore
  • France
  • Denmark


  • G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 billion.


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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


  • Single-family offices


  • Individual wealth owners
  • Multi-family offices


200+

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


  • Accounting
  • Consolidated reporting
  • Portfolio management
  • Trading (execution on platform)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Dynamic analysis, easy access to financial data
  • Execution monitoring
  • Instant consolidation of a large number of portfolios/investments
  • Historical performance, allocation, and portfolio exposure trends
  • Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
  • Fund look through
  • Bespoke costs monitoring
  • Ex-post and ex-ante risk metrics
  • Dedicated investment guidelines monitoring
  • Powerful reporting solutions to create personalized reports


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


  • MiFID II
  • GDPR
  • FinSA/FinIA
  • 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


  • Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
  • Experts leverage both inside the organisation and through networks of subject matter experts
  • ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis


  • Microsoft
  • IBM
  • Java


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  • Yes