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Product

Consolidate

Import all your WealthData with easy connections and integrations

Data Aggregation

Document AI

Automate data handling of capital calls, distributions and capital statements.

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

Solutions
Family Offices
Wealth Managers & Advisors
Professional Service Firms
The Masttro Difference

Our Resources

Read our guides on how to improve client service and operations with wealth technology.

Company
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Masttro vs. Addepar:
The Clear Choice for Simplicity, Automation, and Control

Many wealth tools can be cumbersome, old fashioned, and too hard to use.  Get the complete picture of your wealth with Masttro’s intuitive Wealth Map, automation, and superior cash flow management. Built for wealth owners, by wealth owners.

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Managing wealth should be seamless and future-proof. This guide helps you understand how Masttro outperforms Addepar in ease-of-use, privacy, and automation, with pricing that delivers true partnership for long-term value.

TRUSTED BY INDUSTRY LEADERS

Masttro vs. Addepar: Feature Comparison

HeaderWith MasttroWith Addepar
UsabilityWith Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day oneWith Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)
PricingWith Masttro, Fixed pricing, unrelated to client AUMWith Addepar, Pricing increases with client AUM increase (Y)
Private DataWith Masttro, you get military-grade data encryption - nobody can access your portfolio data but you (not even Masttro employees)With Addepar, it aggregates and uses all client data for their benchmarking reports (R)
Global Wealth MapWith Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day oneWith Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)
Data AggregationWith Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day oneWith Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)
Data ManagementWith Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day oneWith Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)
Direct Custodian 
ConnectionsWith Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day oneWith Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)
Automation & EfficiencyWith Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day oneWith Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)
Data ManagementWith Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day oneWith Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)
Future-ProofingWith Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day oneWith Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

Usability

With Masttro

With Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day one.

With Addaper

With Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

Pricing

With Masttro

With Masttro, Fixed pricing, unrelated to client AUM.

With Addaper

With Addepar, Pricing increases with client AUM increase (Y).

Private Data

With Masttro

With Masttro,  you get military-grade data encryption - nobody can access your portfolio data but you (not even Masttro employees).

With Addaper

With Addepar, it aggregates and uses all client data for their benchmarking reports (R).

Global Wealth Map

With Masttro

With Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day one.

With Addaper

With Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

Data Aggregation

With Masttro

With Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day one.

With Addaper

With Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

Data Management

With Masttro

With Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day one.

With Addaper

With Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

Direct Custodian 
Connections

With Masttro

With Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day one.

With Addaper

With Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

Automation & Efficiency

With Masttro

With Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day one.

With Addaper

With Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

Data Management

With Masttro

With Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day one.

With Addaper

With Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

Future-Proofing

With Masttro

With Masttro, you get the most intuitive user-friendly interface, built with wealth owners and advisors in mind from day one

With Addaper

With Addepar, you get technical dashboards designed for engineers rather than usability for end users. (Y)

“Masttro was the perfect fit for us. It has so many tools and provides us so much to learn from. And as a starting point, Masttro has been a guide for how we can do better, for how we should organize.”

Director, Single Family Office.

“With Masttro we have the tools to manage assets that are nontraditional, and that’s translated into an opportunity to provide a much broader service than investment management.”

Director, Single Family Office.

“We’ve built out the whole data consolidation platform with Masttro so that we can offer a combination of investment management and data consolidation, more as a digital family office service, and that’s where we’re seeing the most growth and interest from our clients.”

Director, RIA

A trusted wealth management solution,
established in 2010 from a multi-generational family office

160
+
Team Members
600
+
Direct Data-Feeds
300
k
Alternative Investments
10
k
+
End-users
30
Countries Served

What You Get From
30-Minute Demo Call

Experience the Global Wealth Map

Get a walkthrough of Masttro’s highly intuitive, real-time visualization tools 
that give you an unparalleled level of detail on your assets, aggregating all
 types of structured (as well as unstructured) data side-by-side in a single source of truth.

Witness AI-powered Automation

Learn how Masttro eliminates manual processes and streamlines reporting with an AI-powered document management module that ingests PDFs (regardless of formatting), scans and identifies key data points and pulls these directly - even flagging any outliers for review.

Future-Proof Your Operations

Understand how Masttro sets up your wealth management for long-term success with advanced planning tools, the most sophisticated data security and a pricing structure that supports you as you grow.

Ready to See Masttro in Action?

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FAQs

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