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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
Masttro Intelligence

Our Resources

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

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Masttro vs. Addepar

Masttro runs the family office. Addepar reports on portfolios.

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

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Tablet screen displaying a geographic exposure report with pie charts and a world map highlighting regional investment distribution.
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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. Addepar: 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 Addepar.

HeaderWith MasttroWith Addepar
Built forThe whole office. Used directly by principals, clients, operators, and advisors, including on mobile.Investment professionals and trained power users. Most teams rely on one or two specialists to operate it.
PricingFlat annual subscription. Cost does not scale with AUM.AUM-based pricing scales with portfolio size. Some clients also require additional consultants or managed service providers.
Time to go liveTypically 12 to 14 weeks.Often four to six months.
AlternativesAI model ingests and processes capital calls, distributions, valuations, and K1s natively.Captures alternatives at the line-item level. Deeper data handled manually or with add-on tools.
AIMasttro Intelligence lets the team prompt the portfolio and generate reports using plain language.Addison AI is in beta stage and designed for use by analysts.
Wealth & estate visibilityGlobal Wealth Map shows entities, accounts, alternatives, and ownership structures in one complete view.Strong portfolio-level reporting. Estate-level views typically require additional tools or add-ons.
Data privacySwiss-hosted servers in tier 4 data center. Even Masttro employees cannot access client data.Aggregates client data for benchmarking and reports platform AUM publicly.
Custodial connectionsOver 700 direct custodian connections. No third-party aggregators.Direct connections to major US custodians. Third-party aggregators commonly used for non-US and smaller custodians.

Built for

With Masttro

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

With Addepar

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

Pricing

With Masttro

Flat annual subscription. Cost does not scale with AUM.

With Addepar

AUM-based pricing scales with portfolio size. Some clients also require additional consultants or managed service providers.

Time to go live

With Masttro

Typically 12 to 14 weeks.

With Addepar

Often four to six months.

Alternatives

With Masttro

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

With Addepar

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

AI

With Masttro

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

With Addepar

Addison AI is in beta stage and designed for use by analysts.

Wealth & Estate Visibility

With Masttro

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

With Addepar

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

Data privacy

With Masttro

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

With Addepar

Aggregates client data for benchmarking and reports platform AUM publicly.

Custodial connections

With Masttro

Over 700 direct custodian connections. No third-party aggregators.

With Addepar

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

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 Addepar

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.

Ready to see Masttro in action?

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 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?
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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.