WealthSpectrum vs Masttro

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

WealthSpectrum

Accounting

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs of UHNW families. With advanced features for investment management, reporting, and analytics, we help wealth owners preserve and grow wealth with continuous monitoring and tracking.

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

50-100

Revenue

Founded

1990

Incorporated

Locations

India

Top 5 Markets

India,
Singapore,
United Arab Emirates,
Mauritius,
Ireland

Total AUM

300B+

Avg. AUM per client

Ownership

Owned by management

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

Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Fund managers,
Custodians,
Banks,
Brokerages

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

Advisors,
Asset Managers,
Consolidated Reporting,
Investment Platform,
Portfolio & Cost Analysis

Top features

Full Multi-Currency Support,
Mobile App,
Ability to Whitelabel,
Custom Reports

Assets supported

Alternatives,
Cash & Equivalents,
Commodities,
Developed Markets,
Equities,
Developing Markets,
Direct Private Equity,
Fixed Income,
Hedge Funds,
Private Debt,
Private Equity,
Private Equity Funds,
Venture Capital

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

Technology

Type Of Software

SAAS

Ecosystem

Integrations

Office 365 SSO,
CRM,
Sales Force

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

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