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Masttro vs Private Client Resources (PCR)
You are looking for alternatives to Masttro. Here you can compare the best Data Aggregation and other family office technologies based on our annual benchmark and comparison surveys. This page provides a side-by-side comparison of Masttro and Private Client Resources (PCR).
Masttro
Private Client Resources (PCR)
Provider Type
Technology Providers
Technology Providers
Tagline
The Operating System for Modern UHNW Wealth Management
—
Founded
2010
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Location
United States of America
Canada
Verified
Verified
Not verified
Categories
Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance
Data Aggregation
Services
Wealth ManagementData AggregationPortfolio AnalyticsDocument ManagementCash ManagementClient Reporting
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Target Segments
Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank
Independent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
—
Client Types
Single-family officeMulti-family officeWealth Advisor / RIAPrivate BankProfessional Services FirmFamily Foundation
—
Provider Type
Technology ProvidersTagline
The Operating System for Modern UHNW Wealth ManagementFounded
2010Location
United States of AmericaVerified
VerifiedCategories
Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance
Services
Wealth ManagementData AggregationPortfolio AnalyticsDocument ManagementCash ManagementClient Reporting
Target Segments
Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
Client Types
Single-family officeMulti-family officeWealth Advisor / RIAPrivate BankProfessional Services FirmFamily Foundation
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
CanadaVerified
Not verifiedCategories
Data Aggregation
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
—Looking at other providers?
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