Masttro
API—OSS—FREE—DOCS4/5
MA6.0#53 of 81
outWeb—Windows—Mac—LinuxoutAndroidoutiOS
Ranked in Portfolio Management Software ·No free plan on record
About
Masttro is ranked #53 of 81 in portfolio management software on Inferse, made by Masttro (New York City, New York, United States). It runs on Android, iOS, Web.
Compared on portfolio management software
- Asset class coverage
- multi_asset_alternativesmasttro.com
- Performance reporting
- Yesmasttro.com
- Allocation analysis
- Yesmasttro.com
- Risk analysis
- Yesmasttro.com
Facts
- 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.masttro.com · 8 Oct 2026
- Portfolio management
- Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports.masttro.com · 8 Oct 2026
- 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.masttro.com · 8 Oct 2026
- 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.masttro.com · 8 Oct 2026
- 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.masttro.com · 8 Oct 2026
- Mobile
- The mobile app is available for iPhone, iPad, and Android and provides alerts, interactive reporting, and published reports.masttro.com · 8 Oct 2026
- Integrations
- Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds.masttro.com · 8 Oct 2026
- Accounting limitation
- Masttro is not a general ledger and is not designed to replace accounting software such as QuickBooks, NetSuite, or Sage.masttro.com · 8 Oct 2026
- 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.masttro.com · 8 Oct 2026
- 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.masttro.com · 8 Oct 2026
- 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.masttro.com · 8 Oct 2026
- 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.masttro.com · 8 Oct 2026
Company
- Founded
- 2010masttro.com · 28 Sept 2026
- Headquarters
- New York City, New York, United Statesmasttro.com · 28 Sept 2026
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Where it ranks on Inferse
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