Addepar vs. Asora

Comparing Addepar and Asora?
See how each one compares to Masttro.

The right wealth platform gives family offices and UHNW advisors one consolidated view of wealth, without overburdening the team. See how each platform stacks up on alternative investments, multi-entity structures, and overall estate complexity.

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Addepar vs Asora feature for feature

Family offices and advisors comparing Addepar and Asora should consider whether these solutions have the features required to handle complex, multi-entity wealth with the same operational ease as Masttro.

AddeparAsora
the alternative
With Masttro
Built forInvestment professionals and trained power users. Most teams rely on one or two specialists to operate it.Early-stage, smaller single family offices that lack complexity (e.g. multi entity, multi custodian) or significant alternatives exposure.The whole office. Used directly by principals, clients, operators, and advisors, including on mobile.
PricingAUM-based pricing. Some clients may also require additional consultants or managed service providers.Tier-based pricing that scales with AUM; No published subscription cost.Flat annual subscription. Cost does not scale with AUM.
Time to go liveOften a multi-month implementation and onboarding process.4-8 weeks, for simple less complex estates.Typically 12 to 14 weeks, with dedicated onboarding team.
AlternativesCaptures alternatives at the line-item level. Deeper data handled manually or with add-on tools.Can track private assets, but alternatives data ingestion runs through a third-party add-on with cap limits for holdings. No native GP portal connectivity.AI model ingests and processes capital calls, distributions, valuations, and K1s natively.
AIAI is designed for use by analysts with limited capabilities for wealth owners.AI-powered document processing via third-party partnership for alternatives data. Less robust than platforms with native document AI.Masttro Intelligence lets the team prompt the portfolio and generate custom reports using plain language.
Wealth & estate visibilityStrong portfolio-level reporting. Estate-level views typically require additional tools or add-ons.Offers a wealth map and look-through ownership views with a wealth-owner-friendly UI, best suited to less complex structures.Global Wealth Map shows entities, accounts, alternatives, and ownership structures in one complete view.
Data privacyClient data is aggregated to power Addepar's own benchmarking and research products; AUM on platform is reported publicly.ISO 27001 and GDPR certified.Swiss-hosted servers in tier 4 data center. Even Masttro employees cannot access client data.
Custodial connectionsDirect connections to major US custodians. Third-party aggregators commonly used for non-US and smaller custodians.Claims direct connections via SFTP and API to a broad set of global institutions. No verified custodian feed count published.750+ direct custodian connections globally. No third-party aggregators or screen scrapers..

Built for

Addepar

Investment professionals and trained power users. Most teams rely on one or two specialists to operate it.

Asora

Early-stage, smaller single family offices that lack complexity (e.g. multi entity, multi custodian) or significant alternatives exposure.

With Masttro

The whole office. Used directly by principals, clients, operators, and advisors, including on mobile.

Pricing

Addepar

AUM-based pricing. Some clients may also require additional consultants or managed service providers.

Asora

Tier-based pricing that scales with AUM; No published subscription cost.

With Masttro

Flat annual subscription. Cost does not scale with AUM.

Time to go live

Addepar

Often a multi-month implementation and onboarding process.

Asora

4-8 weeks, for simple less complex estates.

With Masttro

Typically 12 to 14 weeks.

Alternatives

Addepar

Captures alternatives at the line-item level. Deeper data handled manually or with add-on tools.

Asora

Can track private assets, but alternatives data ingestion runs through a third-party add-on with cap limits for holdings. No native GP portal connectivity.

With Masttro

AI model ingests and processes capital calls, distributions, valuations, and K1s natively.

AI

Addepar

AI is designed for use by analysts with limited capabilities for wealth owners.

Asora

AI-powered document processing via third-party partnership for alternatives data. Less robust than platforms with native document AI.

With Masttro

Masttro Intelligence lets the team prompt the portfolio and generate reports using plain language.

Wealth & Estate Visibility

Addepar

Strong portfolio-level reporting. Estate-level views typically require additional tools or add-ons.

Asora

Offers a wealth map and look-through ownership views with a wealth-owner-friendly UI, best suited to less complex structures.

With Masttro

Global Wealth Map shows entities, accounts, alternatives, and ownership structures in one complete view.

Data privacy

Addepar

Client data is aggregated to power Addepar's own benchmarking and research products; AUM on platform is reported publicly.

Asora

ISO 27001 and GDPR certified.

With Masttro

Swiss-hosted servers in tier 4 data center. Even Masttro employees cannot access client data.

Custodial connections

Addepar

Direct connections to major US custodians. Third-party aggregators commonly used for non-US and smaller custodians.

Asora

Claims direct connections via SFTP and API to a broad set of global institutions. No verified custodian feed count published.

With Masttro

750+ direct custodian connections. No third-party aggregators.

Javier C. Gutierrez
Kaelyn Embler
Evaristo Garcia

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Why Family Offices Choose Masttro

See Every Asset, Entity, and Account in One Place

Masttro gives family offices a single, trusted view of total wealth across complex structures, private investments, and global accounts—so your team can move faster with less manual work.

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Built by a family office, for family offices.

Masttro's platform capabilities — data aggregation, cash flow management, proprietary custodial connections, customizable reporting, alternatives management, document automation and AI tools — give wealth owners and their trusted advisors ultimate control, transparency, and peace of mind to make informed, data-driven decisions in real time.

7
m+
Daily Transactions
750
+
Direct Data-Feeds
300
k
Alternative Investments
10
k
+
End-users
40
+
Countries

“We chose Masttro because we were priced out by other solutions, which would’ve been at least double the cost.  We didn’t want to be charged on our AUM as it is not in line with our own pricing model.”

Saul Dyne, Operations, Stonebridge Family Office

“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 Bazua, Founder, Single Family Office

“Masttro has been very helpful in helping aggregate all of our assets and create a good picture of what our returns have been.”

Sergio Guerrero, Founder, Multi-Family Office
Client 1 Wealth Map diagram showing hierarchical financial categories: Financial with subcategories Loans, Investment Accounts, and Checking Accounts, and Real Estate with properties 15 Central Park and Damascus Office.
Aggregate Wealth

Clarity For the Most Complex Wealth

Make sense of even the most complex wealth structures with tools built specifically for cross-entity, cross-jurisdiction reality.

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Masttro maps every legal entity, ownership stake, and asset class into a single, up-to-date Global Wealth Map that consolidates liquid assets, alternatives, private equity, real assets, collections, entities, and more into an intuitive, interactive view.

Act Efficiently

Scale Your Team Without Adding Headcount

Replace manual, repetitive work with AI that moves as fast as your clients do.

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Masttro Intelligence uses conversational assistants, one-click reconciliation, and AI agents for documents, reporting, and alternatives to turn raw data into next steps in seconds—so lean teams can operate at scale and spend more time on relationships, not admin.

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Trust Your Data

Data You Can Trust

Rely on a single source of accurate, fully reconciled wealth data, instead of piecing truth together from spreadsheets and portals.

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Masttro’s bank-adherent data architecture, 750+ direct custodian connections, and AI-powered document processing continuously validate positions and cashflows, so you and your clients can make decisions with real confidence.

Deliver Actionable Reports

Insights on Demand

Turn complex portfolios into clear, client-ready stories with interactive dashboards and performance views that give every stakeholder the insight they actually need.

Masttro’s reporting combines pre-built templates, custom views, and AI-powered tools so you can design, schedule, and share dynamic reports that go far beyond static PDFs.

Retain and Expand UHNW Relationships

Superior Client Service

Masttro's intuitive, user-friendly design prioritizes ease of use for wealth owners, not just their advisors.

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Our platform provides clear visual insights, seamless mobile access, and straightforward reporting tools, empowering wealth owners to understand their financial position quickly and effortlessly — no technical expertise required.

Leading User Experience

Total data privacy
and security 

At Masttro, security isn’t just a feature, it’s our foundation.

We use military-grade encryption protocols for your data at rest and in-transit, multi-factor authentication, private cloud architecture and Swiss-based infrastructure - and no data is ever stored on devices.

Encrypted at
rest and in-transit

Multi-factor
authentication login

Swiss-based
infrastructure

Private server
instance

Private
cloud architecture

No data
stored in devices

Internal
controls and permissioning

ISO/IEC 27001:2022
certified

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Book a demo to see why over 400 leading family offices in 40+ countries choose Masttro:

  • 750+ custodial connections for a complete view of wealth, with no blind spots.

  • Automated data and document ingestion that eliminates manual collection and reconciliation.

  • Built for complexity, with one secure system for assets, entities, and reporting.

  • Fixed pricing, not AUM-based, so growth does not trigger higher platform costs or hidden fees.

 Frequently asked questions

What’s the difference between Addepar and Asora?
Is Addepar or Asora better for a family office?
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This comparison is prepared by Masttro. Masttro is not affiliated with, and this content is not endorsed or sponsored by other providers mentioned in this article. All trademarks are the property of their respective owners.