Mirador vs Masttro

You are looking for alternatives to Mirador. Here you can compare the best reporting systems and other family office technologies based on our annual benchmark and comparison surveys.
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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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masttro family office software

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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Company
Employees

  • 50-100
Revenue

Founded

  • 2015
Ownership

  • Owned by management
Incorporated

  • United States of America
Locations

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

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

  • $136 billion+
Avg. AUM per client

  • $1.1 billion

  • 100-500


  • 2010

  • Owned by management

United States of America


  • Zurich
  • New York
  • Miami
  • Los Angeles
  • Indianapolis
  • Mexico City
  • Monterrey
  • Santiago

  • United States of America
  • Switzerland
  • Canada
  • Italy
  • Mexico

  • 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.

Client
Focus

  • Single-family offices
Serves also

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

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

  • Single family offices
  • Multi-family offices
  • Wealth/asset managers
  • Private banks
  • Financial Institutions
  • Fund/Private investment/Pooled vehicle managers
  • Professional Services Firms

  • Financial advisors
  • Registered investment advisors
  • Broker-dealers
  • Individual wealth owners
  • Trust & estate companies

Product
Main tasks

Top features

  • 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
Assets supported

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

Whitelabel


  • Consolidated, 360-degree view of total net wealth (full balance sheet)
  • Data ingestion & management
  • Estate & wealth mapping
  • Portfolio analysis
  • Consolidated reporting
  • Document & contact management

  • 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

  • Bankable assets
  • Private equity
  • Hedge funds
  • Real estate
  • Private direct company
  • Collectables
  • Cryptocurrencies
  • Pooled vehicles
  • Liabilities
  • Receivables

  • GDPR

  • Yes
Technology
Type Of Software

Security

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

Integrations

Mobile App


SaaS


  • 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

  • Proprietary integrated wealth technology solution

  • Complimentary software by either push or pull data aggregation

  • Yes
Simple solutions for complex times.