Masttro vs Mirador

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masttro wealth platform logo

Masttro

Category
Consolidated Reporting

Servicing clients across 24 countries with offices in Switzerland, USA, and South America, Masttro is a SaaS solution for single- and multi-family offices. Their platform delivers the complete wealth overview, from both illiquid and liquid investments to liabilities and passion assets. Apart from a real-time, customizable view of the complete balance sheet, product features are comprehensive across data aggregation, analysis, and reporting – all protected by Masttro’s advanced, military-grade security and encryption framework.

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Mirador Logo

Mirador

Category
Consolidated Reporting

With offices in USA and Dublin, Mirador delivers financial and operations reporting solutions to the UHNW wealth management industry. Mirador is a team of financial and technology experts who leverage decades of experience to enable client success, from best-in-class financial reporting services to technology consulting and solutions, and middle office services.

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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

–


  • 50-100


–


  • 2015


  • Owned by management


  • United States of America


  • Darien, CT (USA)
  • Salt Lake City, UT (USA)
  • Dublin, IRE


  • Australia
  • Canada
  • Colombia
  • Germany
  • United States of America


  • $136 billion+


  • $1.1 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


  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Endowments and foundations


  • 60 family offices
  • 59 wealth managers
  • 5 endowments/foundations

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


–


  • End-to-end reporting platform operation
  • Alternative asset entry and verification
  • Concierge custom report design
  • Ad-hoc data migration projects
  • Best practice sharing/portfolio insights


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


–


–

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


–


  • Comprehensive IT security, cyber-threat and continuity/disaster plans.


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