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Masttro vs Summitas
You are looking for alternatives to Masttro. Here you can compare the best Client Portal and other family office technologies based on our annual benchmark and comparison surveys. This page provides a side-by-side comparison of Masttro and Summitas.
Masttro
Summitas
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
United States of America
Verified
Verified
Not verified
Categories
Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance
Client PortalEngagement PlatformTechnology provider
Services
Wealth ManagementData AggregationPortfolio AnalyticsDocument ManagementCash ManagementClient Reporting
CommunicationManagement
Target Segments
Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank
Independent financial or investment advisorMulti-family officeSingle-family office
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
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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
United States of AmericaVerified
Not verifiedCategories
Client PortalEngagement PlatformTechnology provider
Services
CommunicationManagement
Target Segments
Independent financial or investment advisorMulti-family officeSingle-family office
Regions Served
—Client Types
—Website
—Looking at other providers?
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