Masttro 2026: Benefits, Features & Pricing

Wondering if Masttro is right for your organization?

Our Financial Reporting Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Masttro

5.0

(1)

Pricing

Pricing available upon request

About Masttro

Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro caters to family offices, wealth managers and advisors, and professional service firms and the platform consolidates complex financial data into actionable WealthData to optimize workflows.

Key features of Masttro include the ability to import all types of assets from liquid investments to alternatives using custodian feeds. It ingests data on concentrated stock positions, real estate holdings, passion assets, and more. The platform simplifies portfolio management with custom dashboards, task management, and automation tools. Users can create secure client views to share documents and set permissions.

With Masttro, all aspects of wealth are translated into digestible WealthData. The data aggregation and synthesis provides a full overview to easily view, manipulate, and manage total net worth. By centralizing global assets across all currencies into one intuitive platform, Masttro delivers actionable insights to improve client service, increase efficiency, and future-proof wealth management operations.

Masttro Screenshots

Masttro Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Masttro Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Masttro
Activity Dashboard
API
Dashboard
Document Management
Financial Management
Portfolio Management

Masttro User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used Masttro and would like to share your experience with others?

Danielle R.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2023

Masttro - Strong solution for Family Offices

Positive

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Masttro is a comprehensive, all in one solution for managing investments across brokerage accounts, alternatives and estate assets (cars, watches etc.) Their document vault helps organize a variety of estate planning, investment planning and accounting correspondence in once centralized location. Masttro combines a strong documentation platform with their reporting and analytics package, creating an all in one solution that helps family offices stay coordinated across their many different counterparties.

Cons:

Bulk uploading features are still a work in progress and can sometimes take time.

Reasons for choosing Masttro

Masttro has direct data feeds to custodians, strong reporting and a very thoughtfully built document vault.

Reasons for switching to Masttro

Cost and technology improvement. Masttro is a better service for our clients.

Showing 1 - 1 of 1 Reviews