| What It's Built For | A purpose-built wealth data and reporting platform for family offices that delivers total-wealth visibility across liquid and alternative assets | An integrated platform designed as all-in-one solution comprising back office (GL, fund accounting, transactions, etc.) and reporting capabilities |
| Investment Reporting Depth | Designed to produce actionable, insightful stakeholder-ready dashboards and performance views across complex holdings | Reporting handled as part of broader ERP-style suite of features |
| Data Aggregaton | Direct feeds for 650+ custodians worldwide and automated workflows for documents, alternatives and non-financial assets. Purpose-built to make a comprehensive total-wealth dataset usable for analysis and reporting | Broad ingestion methods inside an ERP style suite designed to supporting accounting and reporting |
| Accounting / General Ledger | Intentionally not a GL—Masttro exports/feeds downstream accounting systems rather than replacing them, allowing you to run a best-of-breed tech stack | Native GL and accounting as core part of platform |
| Usability | Best-in-class user experience, mobile access, and ask-and-answer AI-based assistant tools remove barriers to adoption and reduce learning curves present in more complex software | The all-in-one accounting and performance reporting suite requires a higher level of training and acumen to learn and master |
| Ease of Implementation | Masttro’s dedicated onboarding and implementation service team ensures all client data is integrated securely and all users are comfortable running the platform within the standard onboarding term of 10 – 14 weeks | Given the multi-function platform implementation, terms may vary widely and involve complex training regimens with multiple teams and departments |
| Privacy | Military-grade data encryption - nobody can access your full portfolio data but you (not even Masttro employees) | Secure, cloud native with security controls and permissioning |
| Pricing | Transparent, fixed annual subscription. Grow AUM without increasing subscription costs | Transparent, scalable subscription pricing—scoped to the complexity of platform and support needed |