--- title: "Masttro Software Reviews, Demo & Pricing - 2026" description: "Review of Masttro Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/financial-services/masttro-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial Reporting Software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/) / Masttro Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Masttro Review Custom quote 1 plan 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 - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Masttro 5.0 [(1)](https://www.softwareadvice.com/financial-services/masttro-profile/#reviews) 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. Wondering if Masttro is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. ## Masttro User Interface ## Popular Masttro Alternatives Main Product Masttro 5.0 [(1)](https://www.softwareadvice.com/financial-services/masttro-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Available upon request Get Price Alternative Product [Unity](https://www.softwareadvice.com/product/395666-Unity/) 5.0 [(3)](https://www.softwareadvice.com/product/395666-Unity/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $3500.00 per month Get Price Alternative Product [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) 4.8 [(6)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#reviews) Ratings Breakdown - 4.33Ease of use - 4.50Value for money - 4.75Customer support - 4.50Functionality Pricing Starting at $325.00 per month Get Price Alternative Product [Powens](https://www.softwareadvice.com/product/347231-Powens/) 3.8 [(4)](https://www.softwareadvice.com/product/347231-Powens/#reviews) Ratings Breakdown - 4.25Ease of use - 4.0Value for money - 3.75Customer support - 3.75Functionality Pricing Available upon request Get Price Alternative Product [Plaid](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/) 4.4 [(106)](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.38Value for money - 4.30Customer support - 4.45Functionality Pricing Available upon request Get Price Alternative Product [Dynamo Software](https://www.softwareadvice.com/product/131884-Dynamo/) 4.6 [(34)](https://www.softwareadvice.com/product/131884-Dynamo/reviews/) Ratings Breakdown - 4.38Ease of use - 4.63Value for money - 4.72Customer support - 4.53Functionality Pricing Starting at $1.00 per year Get Price ## 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 ## Masttro customer ratings - Overall rating: 5/5 - Total reviews: 1 ### Rating distribution - 5 stars: 1 reviews (100%) - 4 stars: 0 reviews (0%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 --- Have you used Masttro and would like to share your experience with others? ### Masttro - Strong solution for Family Offices - Overall rating: 5/5 - Reviewer: Danielle R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered Positive #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 ## Other Top Recommended Financial Reporting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (716) Recently recommended **326** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (625) Recently recommended **194** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.6** (16) Recently recommended **193** times [Vena](https://www.softwareadvice.com/bpm/vena-profile/) **4.5** (139) Recently recommended **180** times Stuck Between Options? Our experts can help you compare Masttro with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice