PaxFamilia vs Masttro Comparison

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PaxFamilia

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 family office software

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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Company
Employees

  • 11-50
Revenue

  • $2 million
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
  • Monaco
Total AUM

  • $100 billion+
Avg. AUM per client

-


  • 100-500

-


  • 2010

  • Owned by management

  • Switzerland
  • United States
  • Mexico
  • Chile

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

  • North America
  • Europe
  • Latin America
  • Middle East

  • 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.

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Client
Focus

  • Multi-family offices
Serves also

  • Single-family offices
  • Banks
  • Insurance brokers
  • Independent financial advisors
  • Registered investment advisors
Number

  • 900 advisors
  • 21k+ families (end-users)

  • Single-family offices
  • Multi-family offices
  • Individual wealth owners
  • Private banks
  • Registered investment advisors
  • Broker-dealers
  • Trust & estate companies
  • Asset managers

  • Fund managers
  • Financial advisors
  • Banks

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Product
Main tasks

  • Consolidated Reporting
  • Data Aggregation
  • Succession Simulator
Top features

  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart 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, 360-degree view of total net worth (full balance sheet)
  • Data aggregation & management
  • Estate mapping
  • Portfolio analysis
  • Consolidated reporting
  • Document & contact management

  • Data aggregation (direct, server-to-server feeds to more than 400 custodians globally)
  • Portfolio analytics (‘slice and dice’ data interactively)
  • Estate mapping tool (patented)
  • Military-grade cybersecurity and data privacy standards
  • Standardized and customized reporting
  • Cash projection
  • 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
  • 24/7 alerts and monitoring functionality
  • Integrated general ledger
  • Property management system
  • Simple and efficient onboarding process
  • Mobile and tablet apps
  • Document & contact management

  • Bankable assets
  • Private equity
  • Hedge funds
  • Real estate
  • Fixed income
  • Equities
  • Private direct company
  • Rare collectables
  • Cryptocurrencies

  • GDPR

  • 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

-

Integrations

  • API
  • File integration framework
  • Banking aggregation
  • File upload
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
Simple solutions for complex times.