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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
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Masttro Intelligence

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Masttro vs. Aleta

Masttro runs the family office. Aleta reports on it.

Complex family offices need more than a clean reporting dashboard. They need direct custodian connections, effortless alternatives management, and a privacy model built for UHNW wealth.

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What does it take to manage and protect complex wealth?

Your data is only as good as your sources.

Masttro connects directly to 700+ custodians with no screen-scraping and no third-party aggregators. Every asset, every entity,every currency flows into one reconciled picture of total wealth.

Alternatives need automation, not workarounds.

300,000+ alternatives on platform with native automation features. Capital calls, K-1s are ingested and reconcilled automatically.

Two smartphones displaying finance apps, one showing a security code and the other a portfolio overview with a colorful asset class chart.

Privacy is not a feature, it is a requirement.

Swiss-hosted, client-controlled encryption with two factor authentication. Not even Masttro employees can see your data.

Masttro vs. Aleta: feature for feature

Family offices managing significant alternatives, multi-entity structures, and multi-currency portfolios need to see these comparisons plainly. Here is what each platform delivers.

HeaderWith MasttroWith Aleta
Built forThe whole office. Used directly by principals, clients, operators, and advisors, including on mobile.Built by a single family office and commercialized. Strong UI orientation. Better suited for simpler wealth structures.
Data integrity700+ direct custodian connections globally. No screen-scraping. No third-party aggregators. Every asset, every entity, fully reconciled.Open architecture with Data Cube export layer. Custodian feed count undisclosed.
Alternatives depth300,000+ alternatives on platform. Native Alternatives AI and Documents AI for capital call automation, document processing, and GP/LP feed management.Private markets reporting available. No disclosed native capital call automation or direct GP/LP feed infrastructure.
Privacy & securitySwiss-hosted. Client-controlled encryption. Masttro employees cannot access your data. Aligned with globally recognized security standards ISO 27001, the Cloud Control Matrix (CCM) and GDPR.Open architecture exports data to Power BI, Tableau, and Excel. More integration points means a ecosystem to manage.
AIMasttro Intelligence: agentic AI contained entirely within your instance. Builds dashboards and reports from your data without external data exposure.AI-powered data ingestion and private market forecasting. Open architecture is designed to connect to external AI infrastructure.
Pricing modelFlat annual subscription. Complexity-based, not AUM-based. As your wealth grows, your price does not.Subscription model with tiered features.

Built for

With Masttro

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

With Aleta

Built by a single family office and commercialized. Strong UI  orientation. Better suited for simpler wealth structures.

Data  integrity

With Masttro

700+ direct custodian connections globally. No screen-scraping.  No third-party aggregators. Every asset, every entity, fully reconciled.

With Aleta

Open architecture with Data Cube export layer. Custodian feed  count undisclosed.

Alternatives depth

With Masttro

300,000+ alternatives on platform. Native Alternatives AI and Documents  AI for capital call automation, document processing, and GP/LP feed  management.

With Aleta

Private markets reporting available. No disclosed native capital  call automation or direct GP/LP feed infrastructure.

Privacy & security

With Masttro

Swiss-hosted. Client-controlled encryption. Masttro employees cannot access your data. Aligned with globally recognized security standards ISO 27001, the Cloud Control Matrix (CCM) and GDPR.

With Aleta

Open architecture exports data to Power BI,Tableau, and Excel. More integration points means an ecosystem to manage.

Pricing  model

With Masttro

Flat annual subscription. Complexity-based, not AUM-based. As  your wealth grows, your price does not.

With Aleta

Subscription model with tiered features.

AI  capabilities

With Masttro

Masttro Intelligence: agentic AI contained entirely within your  instance. Builds dashboards and reports from your data without external data  exposure.

With Aleta

AI-powered data ingestion and private market forecasting. Open  architecture is designed to connect to external AI infrastructure.

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 to move to Masttro

We review your current process and tech stack

We map how reporting actually gets produced today, sources, entity structure, asset allocations, existing reporting spreadsheets, handoffs, approvals, and where the team is doing manual cleanup.

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.

Custodians connected on day one

With 700+ direct custodian feeds, your positions begin flowing automatically from the moment you launch. No intermediaries, no delays.

White-glove onboarding for the whole team

Masttro trains your principals, advisors, and operations staff — tailoring sessions to each user's role and comfort level with technology. AI tools help flatten the learning curve.

Ready to see Masttro in action?

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 Frequently asked questions

What makes Masttro different from Aleta?
How reliable is Masttro?
Does Masttro support opendata architecture like Aleta?
What security measures does Masttro offer to protect sensitive data?
How does Masttro handle alternatives and private markets?
How long does onboarding and implementation take?
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Schedule an intro

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.