Masttro

7.0easy start · #44of 81
in Portfolio Management Software

Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web.

Masttro is ranked #44 of 81 in portfolio management software on The Geeks Club, made by Masttro (New York City, New York, United States). It runs on Android, iOS, Web.

Masttro plans and pricing

All plans

Custom pricing Personalized proposal based on client needs, scope, and requirements; flat annual fee, not AUM-based masttro.com · 8 Oct 2026

Compared on portfolio management software

Asset class coverage: multi_asset_alternatives
Performance reporting: Yes
Allocation analysis: Yes
Risk analysis: Yes

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The record

Product: Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.
Portfolio management: Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports.
Data aggregation: Masttro says it has more than 700 direct custodian feeds across more than 40 countries and does not use screen scraping or third-party aggregators.
Alternative investments: Alternatives AI reads GP portal documents, emails, and uploaded PDFs to automate capital calls, valuation updates, and distributions, and reports TVPI, DPI, RVPI, and XIRR.
AI: Masttro Intelligence answers questions about a family's wealth, surfaces exceptions, and can help generate reports or data exports within the platform's secure environment.
Mobile: The mobile app is available for iPhone, iPad, and Android and provides alerts, interactive reporting, and published reports.
Integrations: Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds.
Accounting limitation: Masttro is not a general ledger and is not designed to replace accounting software such as QuickBooks, NetSuite, or Sage.
Security: Masttro says data is encrypted at rest and in transit, hosted in a single-tenant Microsoft Azure environment in Switzerland, and protected by client-held encryption keys; it is ISO/IEC 27001:2022 certified.
Privacy: Masttro says its employees cannot see underlying client data and that it does not use client investment data for benchmarking, marketing, or AI training.
Support and onboarding: Onboarding typically takes 12 to 14 weeks and includes a dedicated implementation specialist and project manager; ongoing support and training are included at no extra cost after go-live.
Who it serves: Masttro serves single- and multi-family offices, private banks, RIAs, professional service firms, and UHNW families, with the FAQ describing a typical fit as families with $50 million net worth and above.
Founded: 2010
Headquarters: New York City, New York, United States

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#44 of 81
Best Family Office Software in 2026#9 of 24

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Sources

masttro.com/faq· checked 8 Oct 2026
masttro.com/platform/portfolio-management· checked 8 Oct 2026
masttro.com/platform/data-aggregation· checked 8 Oct 2026
masttro.com/platform/mobile-app· checked 8 Oct 2026
masttro.com· checked 28 Sept 2026
masttro.com/pricing· checked 8 Oct 2026