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.
Read moreGlobal 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.
Read moreCompany
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.
-
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
-
- Yes