Product
.webp){kind=icon}
Solutions
Top 6 Family Office Portals for Wealth Management
Guides
| By
A Guide to Family Office Portals
Managing wealth is about more than just finance – it's about preserving a legacy and creating the freedom to focus on what truly matters. Today, Family Office Portals have become the cornerstone for secure, unified oversight of complex portfolios. Whether you’re handling alternative investments, real estate holdings, or traditional equities, these portals can transform the way you manage data, collaborate with advisors, and maintain oversight for your family.
Below, you’ll find a curated look at six top family office portals – Masttro, Summitas, Entole, Copia Wealth Studios, Strad, and Leafplanner – along with key industry insights to help you navigate this rapidly evolving space.
“Masttro allows us to answer all the different questions from the owner’s perspective. What assets do I have? Where do I have them? Who knows about this information and who is in charge of it?” — Alejandro Bazúa, Founder, Single Family Office
Key Takeaways
Portal solutions should capture both bankable and non-bankable assets in a cohesive dashboard.
Military-grade protocols and top privacy measures are indispensable to preserve confidentiality.
Consolidated Reporting saves time and boosts accuracy – critical for high-stakes, multi-asset portfolios.
Your family office has unique needs; prioritize portals that adapt dashboards, modules, and features around your goals.
Family Office Portals At a Glance
This comparison table breaks down the top six family office portals by focus, features, ideal users, and pricing models. Use it to quickly assess which solution best aligns with your office’s structure, goals, and service needs.
1. Masttro: The Portal for Modern Family Offices
What Is Masttro?
Masttro is more than just a family office portal – it’s a purpose-built wealth management platform that gives family offices and their advisors full control and clarity over every corner of their wealth. Designed from the ground up by a multi-generational family office, Masttro offers a comprehensive view of both bankable and non-bankable assets, eliminating silos and manual spreadsheets.
Whether you're managing equity portfolios, private investments, or priceless art collections, Masttro's platform brings all wealth data into a single, secure digital ecosystem, and delivers a powerful, intuitive digital experience.
Key Capabilities of the Masttro Family Office Portal
1. Global Wealth Map
Visualize ownership structures across trusts, LLCs, and family members. The Global Wealth Map is a digital representation of your estate, consolidating all legal entities and assets – no other family office portal provides this level of estate visualization or asset detail.
2. Direct Data Deeds
Unlike most family office portals that rely on third-party providers to access data from financial custodians, Masttro has direct data feeds with over 600 financial institutions. This means less risk and more accuracy for trusted, seamless data aggregation.
3. Alternatives Reporting
AI-powered document management automates the messy world of alternatives: private equity, venture capital, real estate, and more. Automated capital calls, valuations, and seamless document ingestion mean real-time reporting is possible for your entire portfolio, for all asset classes.
4. Secure Visibility
Data privacy isn’t a feature, it’s a foundation. With multi-factor authentication and military-grade encryption, even Masttro employees have no visibility on user AUM, and client investment data is secure at all times.
5. Pre-Built & Custom Dashboards
Access 200+ pre-built dashboards or create custom ones for performance, geographic exposure, and portfolio allocation. The UI is modern, intuitive, and fully branded to your family office’s identity.
Who Uses Masttro?
- Single-Family Offices needing a centralized command center for legacy planning, performance, and document management to support family vision
- Multi-Family Offices seeking a scalable platform to manage multiple entities under one roof and offer premium client service to families
- RIAs and Institutions that need a powerful wealth management platform and family office portal for their clients
Why Choose Masttro as Your Family Office Portal?
Unlike platforms focused on institutional reporting or RIAs, Masttro was built from the wealth owner’s seat. It offers:
- Fixed license pricing (not AUM-based)
- Over 600 direct custodian data feeds
- Trusted by over 10,000 end users in 31 countries
- Advanced mobile capabilities (iOS & Android)
- Hands-on onboarding with dedicated service teams
- Seamless integration into your tech stack
- Military-grade encryption for data security at all times
Pricing & Next Steps
Masttro offers fixed annual pricing that is not related to AUM. Schedule a personalized demo to explore how this best-in-class family office portal can streamline your operations and deepen your client relationships.
2. Summitas
What is the Product?
Summitas is a secure communication and collaboration platform, aiming to organize, protect, and share everything digital through a single portal. It lets users share confidential information within a members-only portal and also securely distribute it outside this protected space.
Key Capabilities, Benefits & Specifications
- Scalable and secure: a fault-tolerant environment for branded portals
- Lifestyle Services: Manage family calendars, event planning, and personal concierge needs
- Secure Messaging: Coordinate with family office staff in real time
- Financial Dashboards: Track overall portfolio performance and your broader financial position
Who Uses It
- Estate Planning Strategists
- Family Office Professionals
- Prospective Client Groups seeking a single interface for everyday tasks and investment visibility
Final Thoughts
Summitas excels where governance and holistic lifestyle services converge. If your family office values dynamic communication and streamlined administration, consider exploring their portal.
Pricing & Link
Their plans are tiered. For specific details, visit Summitas.com. They also host in-person showcases for deeper exploration.
3. Entole
What Is the Product?
Entole is positioned as a 'central command center for all family governance needs' that specializes in advanced financial reporting solutions, offering tight security and powerful analytics for sophisticated families and their advisors.
Key Capabilities, Benefits & Specifications
- Robust Security: Top-grade data encryption plus two-factor authentication
- Advanced Reporting: Drill-down tools for alternative investments, private markets, and multi-currency portfolios
- Flexible Modules: Covers everything from hedge funds and mutual funds to direct real estate holdings
Who Uses It
- High-Net-Worth Families managing cross-border portfolios
- Attorneys to more easily manage legal entities and understand family wealth structures
- Asset Managers with investment strategies that require detailed reporting and strategic planning features
Final Thoughts
Entole’s emphasis on metrics and performance aligns well with private wealth management firms contending with intricate structures, delivering clarity on an otherwise complex spectrum of assets.
Pricing & Link
Custom pricing is available via Entole.family. They also participate in industry events to offer demos and connect with prospective clients.
4. Copia Wealth Studios
What Is the Product?
Copia focuses on wealth visualization, crafting dashboards that give wealth advisors and family office professionals a clear view of both traditional and alternative investments.
Key Capabilities, Benefits & Specifications
- Visual Wealth Tools: Interactive dashboards highlighting real estate, private equity, venture capital, and more
- Data-Driven Insights: Comprehensive reporting on market dynamics and portfolio health
- Collaboration Features: Integrates with services such as DocuSign to make signature acquisition easy
Who Uses It
- Multi-Family Office and Single-Family Office professionals
- Private Wealth Management Firms focused on demystifying complex data
Final Thoughts
Copia places a premium on accessible, visual representations of data, empowering you to make quick decisions or pivot strategies with confidence.
Pricing & Link
Request a tailored solution at CopiaWealthStudios.com. They support offices of all sizes, offering demos that showcase their depth of analytics.
5. Strad
What Is the Product?
Strad is built for advisors and wealth managers. By leveraging cloud-based technology, Strad enables advisors to provide a Virtual Family Office service and portal capabilities to clients.
Key Capabilities, Benefits & Specifications
- Document Center: allows you to receive in documents and quickly process them
- 360' View: Investment accounts, insurances, real estate, legal documents and more
- Workflow feature: allows issues to be addressed comprehensively and systematically
- Secure Data Environment: Strong encryption ensures privacy for each family member
Who Uses It
- Advisors that aim to service UHNW clients with a more holistic experience
- Wealth Managers needing both macro and micro visibility in real time
- Attorneys and Tax Advisors that want to offer their clients a family office style portal
Final Thoughts
Strad provides a virtual Family Office experience to help family advisors stay out in front of risks, more effectively find opportunities, and continue to be their family's most trusted professional.
Pricing & Link
Strad’s pricing model is based on the scope of services. Find more at Strad.com.
6. Leafplanner
What Is the Product?
Leafplanner is oriented around legacy and governance, doing the heavy lifting to help families structure their estates, outline future leadership, and maintain seamless communication across generations.
Key Capabilities, Benefits & Specifications
- Legacy Planning: Tools for building out trust structures, multi-generational plans, and philanthropic endeavors
- Centralized Documentation: Securely manage vital legal, tax, and financial records
- Easy Sharing: Collaborate with attorneys, planners, and family members in one secure environment
Who Uses It
- Family office professionals & Private Wealth Teams juggling complex estate frameworks
- Family service providers working with Succession Planning needs who value a unified approach to transferring wealth and responsibilities
Final Thoughts
Leafplanner excels at bridging today’s family needs with tomorrow’s generational planning – great for families prioritizing smooth transition for future family leaders with the aim to support and preserve family legacy.
Pricing & Link
Pricing is determined by estate complexity. Visit Leafplanner.com for more information and to schedule a consultation.
Buying Guide
Below, we expand on the critical factors to keep top of mind when comparing family office portals. Whether you’re consolidating global assets, safeguarding sensitive data, or seeking a user-friendly experience for multiple stakeholders, these considerations will help you select a family office portal that complements your family office needs.
Scope of Asset Coverage
- Bankable & Non-Bankable Assets: Make sure your portal can handle traditional market investments (equities, bonds) alongside real estate, private equity, collectibles, and other non-bankable assets.
- Geographic & Currency Support: If you manage holdings across multiple jurisdictions, look for multi-currency dashboards and direct connections to both domestic and international custodians.
- Integration of Alternative Investments: Ensure the platform supports complex asset classes (hedge funds, venture capital, and private market deals) with features like automated capital calls, distributions, and valuations.
Integration & Data Aggregation
- Seamless Tech Stack Alignment: Confirm that your chosen portal has robust APIs and partnerships for direct feeds with your existing banks, brokerages, or reporting tools (e.g., CRM, tax software).
- Data Consolidation & Normalization: Look for a solution that standardizes and reconciles data from multiple sources in real time, reducing manual input and the risk of errors.
- Flexible Data Exports: Confirm the ability to export or share data in different formats (Excel, PDF, APIs) for easy collaboration with external advisors, accountants, or legal teams.
Security & Data Ownership
- Encryption & Authentication: Platforms should offer military-grade encryption, multi-factor authentication, and advanced permission controls – especially if multiple family members or employees need varying access levels.
- Client-Managed Encryption Keys: Some portals let you retain exclusive ownership of your encryption keys, adding an extra layer of privacy for ultra-sensitive information.
- Comprehensive Privacy Policies: Check how the vendor stores and if they have access to your data; ensure they won’t use it for any purpose outside of what you explicitly authorize.
User Experience & Accessibility
- Customizable Dashboards: Look for portals with an intuitive interface that allows you to tailor dashboards for each user role, from wealth owners to advisors and accountants.
- Mobile App Excellence: If on-the-go access is important, evaluate iOS and Android apps for real-time reporting, alerts, and document sharing.
- White-Label Options: For family offices desiring a branded client experience, some providers offer white-label capabilities that maintain a refined, consistent look.
Support, Training & Onboarding
- Dedicated Onboarding Teams: Ask how hands-on the portal vendor is. Will they provide detailed project plans, data migration support, and staff training?
- Ongoing Customer Service: Quality support shouldn’t end at implementation. Look for 24/7 or at least regional real-time assistance, plus account managers who understand your office’s evolving needs.
- Updates & Upgrades: Family office tech requirements grow over time. A vendor with a proven track record for releasing meaningful platform updates can future-proof your investment.
Pricing & Value Proposition
- Transparent Cost Structure: Clarify whether fees are based on assets under management (AUM), number of users, or a flat annual license. Make sure to compare total cost of ownership across multiple providers.
- Scalable Tiers: If your office might expand, consider whether the vendor can accommodate an increased number of entities, users, and data feeds without steep incremental costs.
- ROI & Efficiency Gains: Look beyond the sticker price. Weigh how much time the solution saves on manual consolidation, error remediation, and administrative overhead – these savings often offset the technology’s cost.
By thoroughly evaluating these factors, you’ll be well on your way to finding a platform that balances robust security, intuitive design, and all-encompassing asset coverage. The result? A smoother, more strategic approach to managing family wealth – without sacrificing the flexibility and confidentiality your office deserves.
FAQs
What exactly is a Family Office Portal?
It’s a centralized, digital platform that aggregates all your wealth data, from real estate and collectibles to equities and private funds, while offering user-friendly reporting and collaboration tools.
Why is Masttro among these options?
Masttro underscores holistic visibility, robust security, and deep customization, making it a compelling choice for advisors who serve ultra-wealthy families with complex asset mixes. It's a family office portal and so much more.
Conclusion
From full-spectrum reporting to secure messaging and real-time collaboration, Family Office Portals are revolutionizing how families and their advisors manage wealth. Whether you opt for Masttro, Summitas, Entole, Copia Wealth Studios, Strad, or Leafplanner, you’re ultimately enhancing the clarity and protection of your family’s financial future. By aligning with a portal that integrates seamlessly, prioritizes security, and adapts to your unique needs, you pave the way for more strategic decision-making, smoother operations, and a well-rounded wealth legacy.
Ready to take the next step?Request a personalized demo or subscribe to our newsletter for regular insights, event information, and best practices from the industry’s top experts. Elevate your family office operations starting today!
Get tomorrow's competitive edge today
Tell us about your business and we’ll build you a solution.
Speak with us
