WealthArc vs Masttro
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Masttro
Category
Consolidated Reporting
Based in Switzerland, the United States, Mexico and Chile, Masttro is an integrated global wealth technology platform. The platform delivers comprehensive & interactive views of total net worth, an intuitive and customizable client experience, and automated & robust operational efficiencies with military-grade security.
Read moreCompany
Employees
- 11-50
Revenue
–
Founded
- 2015
Ownership
- Clients are also owners
Incorporated
- Switzerland
Locations
- Zurich
- Warsaw
Top markets
- Luxembourg
- Monaco
- Switzerland
- United Arab Emirates
- United States of America
Total AUM
- $14 billion
Avg. AUM per client
–
- 100-500
–
- 2010
- Owned by management
United States of America
- Zurich
- New York
- Miami
- Los Angeles
- Indianapolis
- Mexico City
- Monterrey
- Santiago
- United States of America
- Switzerland
- Canada
- Italy
- Mexico
- Masttro’s platform is uniquely designed to restrict Masttro’s visibility to client data, including client assets, as part of its award-winning data privacy standards.
–
Client
Focus
- External Asset Managers
- Independent Financial Advisors
- Registered Investment Advisors
- Family Offices
- Banks
Serves also
- Multi-family offices
- Independent financial advisors
- Fund managers
- Banks
Number
- 50 IFAs/EAM
- 2 banks
- 4 MFOs
- 1 fund manager
- Single family offices
- Multi-family offices
- Wealth/asset managers
- Private banks
- Financial Institutions
- Fund/Private investment/Pooled vehicle managers
- Professional Services Firms
- Financial advisors
- Registered investment advisors
- Broker-dealers
- Individual wealth owners
- Trust & estate companies
–
Product
Main tasks
- Consolidated reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (execution on platform)
- Custodian Data Processing and Aggregation
- Risk management
- Portfolio and Risk Analytics
- Portfolio Optimization and Monitoring
Top features
- Automated reconciliation of portfolio data
- Consolidation of bankable and non-bankable assets
- Independent performance calculation
- Portfolio Analysis
- Document Management
- Invoicing
- Investment Limits / Guidelines
- Model portfolios & rebalancing
- Trade execution
- CRM – KYC, notes, documents, history of client interactions
- Legal Structure overview
- Client Portal
- Advanced user management (functionality and data access)
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectables (e.g. luxury cars, boats, high-value jewellery)
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
Whitelabel
- Yes
- Consolidated, 360-degree view of total net wealth (full balance sheet)
- Data ingestion & management
- Estate & wealth mapping
- Portfolio analysis
- Consolidated reporting
- Document & contact management
- Data aggregation (direct, server-to-server feeds to more than 500+ custodians globally)
- Interactive portfolio analytics
- Estate & wealth mapping tool
- Above-industry standard cybersecurity and data privacy standards
- Flexible reporting in PDF & Excel
- Cash projections
- Multi-currency
- Compliance center
- Portfolio management
- Track banking relationships and fees
- Artificial intelligence-enabled document reader for private equity
- Communication portals for within the family and with trusted Advisors
- Integrated general ledger
- Simple and efficient onboarding process
- Mobile and tablet apps
- Document & contact management
- Bankable assets
- Private equity
- Hedge funds
- Real estate
- Private direct company
- Collectables
- Cryptocurrencies
- Pooled vehicles
- Liabilities
- Receivables
- GDPR
- Yes
Technology
Type Of Software
- SaaS
Security
- We never import any sensitive data from custodians
- Client sensitive data are stored in different data base server than portfolio data
- AES 256 data encryption
- 2 steps identification process (password + 2FA)
- Local storage of data in Microsoft servers
- Encrypted data in transit and at rest
Ecosystem
- Microsoft
Integrations
- Office 365 integration
- Side by side integration with Refinitiv Eikon
- Full integration with BlackRock 360
- Full integration with MantaRisk Wealth
- Integration with Greenlock.io
Mobile App
- Access possible via any browser on mobile or tablet
SaaS
- Military-grade infrastructure
- Encryption keys
- Data stored in an independent Tier 4 data center in Geneva with a redundancy site in Lausanne
- ISAE 3402 Type II certified operating data center
- Advanced Encryption Standard 256
- Proprietary integrated wealth technology solution
- Complimentary software by either push or pull data aggregation
- Yes