PaxFamilia vs Masttro Comparison

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Pax Familia

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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masstro, family office software, portfolio management software, consolidated reporting 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

$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

Simple solutions for complex times.