MyFO vs Masttro

You are looking for alternatives to MyFO. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

MyFO

Consolidated Reporting

MyFO delivers the most advanced family office experience, seamlessly combining efficiency with secure, centralized tools to transform wealth management. Specifically designed for family offices and advisors, MyFO consolidates essential financial data and provides customized workflows, empowering families to manage, grow, and protect their assets with ease and confidence—all within one intuitive hub.

Masttro

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.

Employees

11-50

Revenue

Founded

2019

Incorporated

Canada

Locations

Top 5 Markets

Canada
United States of America

Total AUM

Avg. AUM per client

Ownership

Clients are also owners
Owned by management
External investors (neither clients nor staff)
Key staff also have ownership

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

Secondary focus

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Banks

Clients

20 IWO
15 SFO
3 MFO

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

Data Aggregation
Consolidated Reporting
Investing technology
Technology provider
Portfolio Management

Top features

AI Powered
Consolidated View
Digital Excellence
Proven Agility
Transparency

Assets supported

Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents
Commodities
Cryptocurrency
Digital Assets & Crypto Currency Direct Private Equity
Equities, Fixed Income
Gold & Precious Metals
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Residential
Developing Markets
Commercial
Real Estate
REITS
Venture Capital
Insurance

Compliance

GDPR

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

Technology

Type Of Software

SAAS

Ecosystem

Custom

Integrations

N/A

Mobile App

Yes

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

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MyFO vs Masttro

You are looking for alternatives to MyFO. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

MyFO

Category

Consolidated Reporting

Masttro

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Client

Focus

Secondary focus

Clients

Product

Main Tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Ecosystem

Integrations

Mobile App