Masttro vs Hemonto
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 moreHemonto
Category
Consolidated Reporting
Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.
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
–
- 11-50
-
- 2006
- Owned by management
- Clients are also owners
- Denmark
- Aarhus
- Copenhagen
- Oslo
- Denmark
- Germany
- Norway
- Switzerland
- United Kingdom
-
- $30 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- and multi-family offices
- Individual wealth owners
- Financial advisors
- Banks
- 100+
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
- Governance
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- Data management
- Bespoke reporting
- Cost controlling
- Benchmarking
- Dataset as a service
- Consolidated performance reporting
- Accounting and administration
- Consolidated risk and exposure reporting
- Bespoke consolidated reporting
- Private equity reporting
- ESG screening
- Costs analysis
- Extended monitoring of costs and compliance
- Dynamic customer portal with business-intelligence tools
- Hemonto App
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- 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
- Serviced Software
- Azure multi-factor authentication
- ISAE 3402-II control report can be forwarded on request
- Microsoft
- Office 365 Security integration
- Integration to ERP systems
- Microsoft Power
- BIExcel
- Yes