Product
Solutions
Company
Pricing
Speak with us
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
Masttro Intelligence

Our Resources

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

Company
Pricing
Speak with us

Masttro vs. Addepar for RIAs

Upgrade your UHNW offering, without growing headcount

Deliver a premium, family-office-grade experience for your best clients—so you retain top UHNW relationships and capture more assets from existing households.

Book a Demo
Two men discussing data charts displayed on a laptop and a large desktop monitor in a modern office.
Masttro ring decoration

Masttro vs. Addepar: Feature Comparison

Masttro delivers a premium UHNW client experience that helps RIAs looking to build family office services retain top clients, expand offerings and unlock more AUM from existing relationships.

HeaderWith MasttroWith Addepar
What It's Built ForClient-centric wealth operating system for RIAs delivering a premium UHNW / family-office-style service. Consolidated, real-time view of the entire estate — entities, accounts, alternatives and liabilities — in one platform so wealth owners and advisors see the full pictureInstitutional investment workstation built to power multi-custodian investment data, performance reporting, and deep analytics for CIO/PM teams
Ease of UseBuilt so advisors and ops can run it day-to-day—helping you scale UHNW service tiers without adding specialists for every new householdFeature-rich but heavier to operate; consistent outcomes often require specialized training and dedicated admin/support
Custodial ConnectionsOver 650 direct connections in 35 countries; connects to any custodian our clients work with, without third-party services, increasing reliabilityDirect connectivity to main custodians, uses third-party services for manual aggregation or account aggregators
PricingFixed annual subscription. Grow AUM without increasing subscription costsPricing is tied to AUM and scale, so your technology spend grows as client assets grow
Alternative InvestmentsAI engine automates alternative investment data ingestion, capturing underlying inflows and outflows for deep investment analysis (J-curve) and relevant metrics (IRR, XIRR, TWR, RVPI, TVPI, DPI, PIC)Offers an Alts Data Management add-on, reports generic metrics as a line item
PrivacyMilitary-grade data encryption - nobody can access your full portfolio data but you (not even Masttro employees) Addepar accesses and aggregates client data for their own benchmarking and reports on AUM as a business metric
Document ManagementComplete document management system that handles, stores, and organizes vast amounts of financial documents efficiently for easy accessFlexible APIs help users with integrations for document management workflows at additional cost
Onboarding & Ongoing ServiceFaster onboarding to client-ready outputs, with lower ongoing maintenance—built to run with your existing advisor/ops team (not a dedicated specialist function)Heavier implementation and operations. Specialist training, configuration, and ongoing data operations support often necessary

Wealth & Estate Visibility

With Masttro

Consolidated, real-time view of the entire estate — entities, accounts, alternatives and liabilities — in one platform so wealth owners and advisors see the full picture

With Addepar

Strong portfolio-level aggregation and reporting, but a fragmented view of the wider estate, with entities, documents and non-investment assets managed in separate systems

Custodial Connections

With Masttro

Over 650 direct connections in 34 countries; connects to any custodian our clients work with, without third-party services, increasing reliability

With Addepar

Direct connectivity to main custodians, uses third-party services for manual aggregation or account aggregators

Alternative Investments

With Masttro

AI engine automates alternative investment data ingestion, capturing underlying inflows and outflows for deep investment analysis (J-curve) and relevant metrics (IRR, ROIC, MOIC, DPI, RVPI)

With Addepar

Offers an Alts Data Management add-on, reports generic metrics as a line item

Pricing

With Masttro

Fixed annual subscription. Grow AUM without increasing subscription costs

With Addepar

Pricing is tied to AUM and scale, so your technology spend grows as client assets grow – even if your workflows stay the same

Privacy

With Masttro

Military-grade data encryption - nobody can access your full portfolio data but you (not even Masttro employees)

With Addepar

Addepar accesses and aggregates client data for their own benchmarking and reports on AUM as a business metric

Document Management

With Masttro

Complete document management system that handles, stores, and organizes vast amounts of financial documents efficiently for easy access

With Addepar

Flexible APIs help users with integrations for document management workflows at additional cost

Usability

With Masttro

Intuitive user-friendly interface means any user can easily access real-time information and run reports across desktop, mobile and tablet

With Addepar

Detailed dashboards that allow advisors to run reports for clients. However, system is complex to operate and specialized training is needed

Beyond Investment Reporting

With Masttro

Masttro goes beyond reporting, providing a platform that delivers comprehensive operational support for all team members

With Addepar

Addepar specializes in analytics and reporting for the CIO and often needs a managed services component to get desired outcomes

Javier C. Gutierrez
Kaelyn Embler
Evaristo Garcia

Get tomorrow's competitive edge today

Tell us about your business and we’ll build you a solution.
Book a Demo

“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.”

Alejando 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
No items found.
Built for RIAs Serving UHNWI

A smarter way to serve clients

Masttro helps RIAs bring family office-level service to every client without adding complexity. It combines all assets and accounts in one secure platform, giving advisors a clear and accurate view of total wealth.

Maps and manages entire family wealth structure

Visualizes total net worth and instantly reveals every detailed component

Displays how all family legal entities and assets fit together

Accurately records and reports ownership of assets and entities

Outlines wealth transfer/inheritance to heirs and beneficiaries

Establishes a single source of truth for the family members and advisors

Digital vaults securely store and monitor data, documents, and contacts

How we help you switch from legacy platforms

Structured migration, minimal disruption

We run a proven onboarding playbook that maps your current setup, prioritizes client configuration and account integration, and sequences the cutover so day-to-day operations aren’t interrupted.

Guided training for every role

Across  focused sessions, we train portfolio, ops, and reporting users on their specific Masttro workflows. By the time you go live, your team is already comfortable running core processes.

Ongoing partnership, not a one-off project

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

Ready to See Masttro in Action?

Book a Demo

 Frequently Asked Questions

What makes Masttro different from Addepar?
How reliable is Masttro?
What is the pricing difference between Addepar and Masttro?
What security measures does Masttro offer to protect sensitive data?
What AI capabilities does the Masttro platform utilize?
Does Masttro use third-party providers to source custodian data?

Schedule an Intro

Tell us a little about you so we can come prepared.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.