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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.

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Masttro vs. Addepar

Wealth is complex. Your technology shouldn’t be.

Family offices are overwhelmed by siloed systems, manual reporting, and partial views of wealth. Masttro eliminates the friction—aggregating data from 600+ global custodians, alternative investments, entities, and liabilities into one secure, audit-ready platform.
‍
If you're comparing Addepar, this breakdown shows how Masttro moves you from fragmented tools to total wealth clarity—built for the scale and structure of modern family offices.

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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
Onboarding & Time to ValueFast-track onboarding using pre-configured templates, automation, and dedicated white-glove teams.Long onboarding cycle with heavy internal customization required.
UsabilityDesigned for UHNW families with a fast, intuitive UX. React-based web and mobile apps offer 2-click navigation and real-time access anywhere.Built for RIAs; interface can feel complex. Mobile experience is limited and not tailored to family workflows.
Data Aggregation600+ direct custodian integrations. Real-time, global, and reliable. No screen scraping.Dependent on third-party aggregators and scrapers. Feeds can break or lag.
Direct Custodian 
ConnectionsNative, direct-to-bank integrations ensure data accuracy and reduce latency or failure risk.Relies on screen scraping and third-party APIs that introduce risk and delays.
Data ManagementFully automated reconciliation. DocAI ingests PE/VC docs, extracts terms, calculates IRRs, and maps to the correct holdings.Manual processes dominate. Limited tools for ingesting alternative asset data.
Global Wealth MapInteractive visual map of entities, ownership structures, and asset location. Connects directly to estate and performance data.Static views with limited structural mapping. Not purpose-built for wealth structuring.
Private DataZero-access architecture. All data is encrypted with client-owned keys—no scraping or aggregator risks.Data often routed through third parties or screen scrapers, creating security vulnerabilities.
Automation & EfficiencyBuilt-in workflows automate report creation, reconciliation, and compliance alerts. Dramatically reduces manual tasks.High customization effort. Long onboarding. Teams still rely on spreadsheets and custom scripts.
Client ReportingOver 150 customizable reports. AI-assisted personalization, full transparency into IRR, TWR, and other key metrics.Strong standard reporting, but lacks depth in customization or AI support.
CRM & Task ManagementA full family office platform: CRM, task management, secure document vault, billing, legacy simulations, and compliance tools.Primarily a performance reporting tool with limited operational capabilities.
Mobile ExperienceMobile-first design supports full platform functionality across iOS and Android.Mobile available, but lacks parity with desktop version.
Post-Onboarding SupportHigh-touch support model with deep platform expertise. Ongoing enablement for every team.Support gaps post-implementation. Limited access to real humans.
AI & Future-ProofingBuilt-in Co-Pilot delivers AI-driven document Q&A, smart analytics, and conversational data retrieval. Modular roadmap supports scale.Lags in AI capabilities. No conversational interface. Slower product velocity.
PricingTransparent, fixed-fee model based on platform complexity—not AUM—so growth isn’t penalized.AUM-based pricing leads to rising fees as portfolios grow.

Onboarding & Time to Value

With Masttro

Fast-track onboarding using pre-configured templates, automation, and dedicated white-glove teams.

With Addaper

Long onboarding cycle with heavy internal customization required.

Usability

With Masttro

Designed for UHNW families with a fast, intuitive UX. React-based web and mobile apps offer 2-click navigation and real-time access anywhere.

With Addaper

Built for RIAs; interface can feel complex. Mobile experience is limited and not tailored to family workflows

Data Aggregation

With Masttro

600+ direct custodian integrations. Real-time, global, and reliable. No screen scraping.

With Addaper

Dependent on third-party aggregators and scrapers. Feeds can break or lag.

Direct Custodian 
Connections

With Masttro

Native, direct-to-bank integrations ensure data accuracy and reduce latency or failure risk.

With Addaper

Relies on screen scraping and third-party APIs that introduce risk and delays.

Data Management

With Masttro

Fully automated reconciliation. DocAI ingests PE/VC docs, extracts terms, calculates IRRs, and maps to the correct holdings.

With Addaper

Manual processes dominate. Limited tools for ingesting alternative asset data.

Global Wealth Map

With Masttro

Interactive visual map of entities, ownership structures, and asset location. Connects directly to estate and performance data.

With Addaper

Static views with limited structural mapping. Not purpose-built for wealth structuring.

Private Data

With Masttro

Zero-access architecture. All data is encrypted with client-owned keys—no scraping or aggregator risks.

With Addaper

Data often routed through third parties or screen scrapers, creating security vulnerabilities.

Automation & Efficiency

With Masttro

Built-in workflows automate report creation, reconciliation, and compliance alerts. Dramatically reduces manual tasks.

With Addaper

High customization effort. Long onboarding. Teams still rely on spreadsheets and custom scripts.

Client Reporting

With Masttro

Over 150 customizable reports. AI-assisted personalization, full transparency into IRR, TWR, and other key metrics.

With Addaper

Strong standard reporting, but lacks depth in customization or AI support.

CRM & Task Management

With Masttro

A full family office platform: CRM, task management, secure document vault, billing, legacy simulations, and compliance tools.

With Addaper

Primarily a performance reporting tool with limited operational capabilities.

Mobile Experience

With Masttro

Mobile-first design supports full platform functionality across iOS and Android.

With Addaper

Mobile available, but lacks parity with desktop version.

Post-Onboarding Support

With Masttro

High-touch support model with deep platform expertise. Ongoing enablement for every team.

With Addaper

Support gaps post-implementation. Limited access to real humans.

AI & Future-Proofing

With Masttro

Built-in Co-Pilot delivers AI-driven document Q&A, smart analytics, and conversational data retrieval. Modular roadmap supports scale.

With Addaper

Lags in AI capabilities. No conversational interface. Slower product velocity.

Pricing

With Masttro

Transparent, fixed-fee model based on platform complexity—not AUM—so growth isn’t penalized.

With Addaper

AUM-based pricing leads to rising fees as portfolios grow.

“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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Still Comparing Platforms?
Start with the Questions That Matter

These are the questions family offices ask when evaluating the right partner—not just the right product.

How does Masttro handle alternative investments like private equity or real estate?
What makes Masttro’s data aggregation more reliable than Addepar’s?
Can Masttro support complex ownership structures across jurisdictions?
How long does implementation take and how much internal lift is required?
What does support look like after implementation?

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