Masttro vs Nasdaq for Family Offices

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.
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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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nasdaq

Nasdaq for Family Offices

Category
Portfolio Management

Nasdaq for Family Offices helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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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+


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  • 1971


  • Owned by a larger corporation


  • United States of America


  • New York
  • Atlanta
  • Dallas
  • London
  • Edinburgh
  • Tacoma
  • Hong Kong
  • Charlottesville
  • Sydney
  • Jersey City


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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


  • Pensions
  • Foundations
  • Endowments
  • Family Offices
  • OCIOs
  • Financial Advisors
  • Sovereign Wealth
  • Funds
  • Superannuations
  • Insurers


  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Fund managers
  • Banks


  • 1000+

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


  • Consolidated reporting
  • Portfolio management
  • Risk management
  • Impact/ESG reporting


  • Data aggregation and management
  • Manager due diligence
  • Multi-asset class Portfolio analytics
  • Modelling future outcomes
  • Keeping shareholders informed
  • Focusing team resources
  • Centralized document management


  • Bankable assets
  • Private equity
  • Real estate


  • GPDR


-

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


  • Serviced software
  • SAAS


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  • Several integrations are provided. Reach out if you are interested in learning about our integrations.


  • No

Simple solutions for complex times.