Masttro vs. Etops

Masttro runs the family office.
Etops is built for the European bank.

Family offices and advisors to UHNW individuals need a platform that goes beyond reporting. Complex estates, alternatives, and multi-entity structures demand it.

Masttro ring decoration

What does it take to manage and report on complex wealth?

Two men in business attire reviewing financial performance charts and data on a tablet in a bright office.

A platform that your team can actually operate.

Some wealth-management platforms cannot be operated without hiring a dedicated specialist or investing in extensive training. Masttro is built to be used by the entire team, including principals, clients, advisors, and operators.

Smiling man in glasses and blazer looking at his smartphone in an office with investment portfolio data displayed on the left.

Clarity and control for the wealth owner.

Most reporting software isn’t built to meet the needs of wealth owners. Masttro is built to give wealth owners and the teams serving them continuous, convenient access to deep financial data and reports.

Costs that don't scale up with your AUM.

AUM-based pricing creates competing incentives. The platform's cost rises with your AUM, regardless of whether it delivers more value. Masttro charges a flat annual subscription that is not determined by AUM.

Masttro vs Etops feature for feature

Family offices and advisors seeking to understand and manage complex wealth using a single platform should know the full list of features available through vendors like Masttro and Etops

HeaderWith MasttroEtops
Built forThe whole office. Used directly by principals, clients, operators, and advisors, including on mobile.European wealth managers, advisors, and banks. Family offices are one of seven user segments.
PricingFlat annual subscription. Cost does not scale with AUM.AUM-based pricing. Platform cost grows as the family's wealth grows.
Time to go liveTypically 12 to 14 weeks.No publicly available timeline.
AlternativesAI model ingests and processes capital calls, distributions, valuations, and K1s natively.Illiquid assets appear in monitoring dashboards and KPIs. Platform has no published capital call automation or LP document processing.
AIMasttro Intelligence lets the team prompt the portfolio and generate reports using plain language.Advisor Intelligence records and transcribes advisor calls. KYC/AML chatbot is built with CoPilot. AI is compliance-focused, and not built for document processing or data automation.
Wealth & estate visibilityGlobal Wealth Map shows entities, accounts, alternatives, and ownership structures in one complete view.White-labeled Wealth Discovery app offers clients and next-gen family members consolidated total-wealth views on web and mobile.
Data privacySwiss-hosted servers in tier 4 data center. Even Masttro employees cannot access client data.Swiss-hosted, MiFID II and FIDLEG compliant. Architecture may permit vendor-side data access.
Custodial connectionsOver 700 direct custodian connections. No third-party aggregators.Connectivity built on EBICS, a European-only banking protocol. Non-European custodians typically require manual upload or third-party aggregation.
Javier C. Gutierrez
Kaelyn Embler
Evaristo Garcia

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“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
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Why choose Masttro?

400
+
Clients across family offices, RIAs, and institutions
40
+
Countries Where Masttro Has Clients
700
+
Direct Custodian Feeds
10
k
+
End-users

How we help you switch from Etops

Switching to Masttro doesn’t mean starting over.

Experience a migration that respects how your office actually operates — with named teams, a clear cutover plan, and AI that imports and surfaces data in exactly the format you need.

Step-by-step migration with no surprises

We map your setup, sequence the cutover, and assign clear ownership on both sides. Day-to-day operations keep running while we work.

Named onboarding and customer success teams

Post-implementation, we stay close with dedicated follow-ups and regular bumore workflows, and surface new value. You’re not just switching systems—you’re gaining a long-term operating partner.

Built-in AI that flattens the learning curve

AI tools handle document and data ingestion automatically. Your team starts with clean, usable data instead of a backlog of manual work.
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Book a demo to see why over 400 leading family offices in 40+ countries choose Masttro:

  • 700+ 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

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