sign inPaxFamilia vs Masttro Comparison
You are looking for alternatives to PaxFamilia. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
PaxFamilia
Category
Consolidated Reporting
Belgium's PaxFamilia helps patrimonial advisors to serve their clients with a holistic and structured approach to their global wealth through their platform. By facilitating the aggregation of the family office's global wealth in one secured platform, professionals can work and collaborate more efficiently.
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Masttro
Category
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.
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Employees
11-50
Revenue
$1M
Founded
2017
Ownership
- Owned by management
- Key staff also have ownership
- Owned by a larger corporation
Incorporated
Belgium
Locations
Brussels
Top 5 Markets
- France
- Luxembourg
- Belgium
- Switzerland
Total AUM
$80B
Avg. AUM per client
$5M
100-500
-
2010
Owned by management
- Switzerland
- United States
- Mexico
- Chile
- Zurich
- New York
- Jackson Hole
- Mexico City
- Monterrey
- Santiago
- North America
- Europe
- Latin America
- Middle East
-
-
Client
Focus
Multi-Family Offices
Serves also
- Single-Family Offices
- Financial advisors
- Banks
- Insurance Brokers
- Financial Planners
- Fiduciaries
- Estate Planners
- Asset Managers
Number
32
- UHNW Families
- Single Family Offices
- Multi-Family Offices
- Private Banks
- Independent Advisors
- Financial Institutions
- Trust & Estate Companies
- RIAs & Broker Dealers
- Fund managers
- Financial advisors
- Banks
-
Product
Main tasks
- Consolidated Reporting
- Data Aggregation
- Succession Simulator
- Custom Reporting
- Financial planning tool
- Digital Vault
Top features
- Family Structure
- Asset Inventory
- Donation Inventory
- Ownership Framework
- Digital Vault
- Financial Planning Tool
- Succession Simulator
- Reporting Tool
- Third Party Access
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- Insurances
- Companies
- Liabilities
Compliance
GDPR
Whitelabel
Yes
- Consolidated Reporting
- CRM
- Compliance
- Portfolio Management
- Data Aggregation
- Accounting
- Global wealth map
- Consolidated portfolio analysis
- Performance reporting
- Communication portals within the family&clients
- 24/7 alerts and monitoring functionality
- Mobile apps
- Document management
- Compliance functionality
- General ledger & balance sheet
- Military-grade security standards
- Simple and efficient on boarding process
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- FITLEG
- FINRA/SEC
Yes
Technology
Type Of Software
SaaS
Security
- ISO 27001 certified by Summer 2021.Protection
- SSL protocol data encryption
- Access account is protected by a double SMS authentication system
- Vulnerability Tests
- Third Party Security Assessment reports
Ecosystem
Web
Integrations
None
Mobile App
No
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