Back to Comparisons
View profile →
View profile →
Compare
Masttro vs Private Wealth Systems
You are looking for alternatives to Masttro. Here you can compare the best Compliance 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 Wealth Systems.
Masttro
Private Wealth Systems
Provider Type
Technology Providers
Technology Providers
Tagline
The Operating System for Modern UHNW Wealth Management
—
Founded
2010
—
Location
United States of America
Australia
Verified
Verified
Not verified
Categories
Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance
AccountingComplianceConsolidated ReportingData AggregationImpact & ESGPortfolio ManagementRisk Management
Services
Wealth ManagementData AggregationPortfolio AnalyticsDocument ManagementCash ManagementClient Reporting
—
Target Segments
Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank
Fund managerIndependent 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
AustraliaVerified
Not verifiedCategories
AccountingComplianceConsolidated ReportingData AggregationImpact & ESGPortfolio ManagementRisk Management
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
—Looking at other providers?
Browse All Comparisons