Masttro
Masttro: A broad multi-asset platform for family offices managing alternatives and complex structures. Ranked #39 of 81 in Portfolio Management Software by our editors (5.5/10); pricing: Pricing on request; best for family offices focused on alternatives.
At a glance
- Editor score5.5 / 10
- PricingPricing on request
- Best forFamily offices focused on alternatives
- Asset class coverageMulti_asset_alternatives
- Founded2010 · New York City, New York, United States
- Facts checked20 Sep 2026
Where it wins
- Aggregates portfolios across custodians, entities, and asset classes
- Supports alternative investment valuations, capital calls, and distributions
- Combines policies, analytics, reporting, AI processing, and mobile access
Where it doesn't
- Custom pricing requires contacting sales
- Its breadth may exceed the needs of simpler portfolio teams
- Tax-lot tracking is not identified among the listed capabilities
Our verdict on Masttro
Masttro is wealth management software for ultra-high-net-worth families, single- and multi-family offices, wealth advisors, private banks, institutions, and professional service firms. It brings together public, private, alternative, and non-financial assets across entities and custodians, with portfolio analytics, performance reporting, investment policy management, reporting, document automation, secure communication, mobile access, and AI-assisted wealth-data analysis. The strongest fit is a family office that needs one operating layer for complex holdings and alternative investments.
Its connectivity is a central part of the proposition. Masttro lists integrations with UBS, Morgan Stanley, Goldman Sachs, and J.P. Morgan, alongside more than 700 direct custodian feeds. The platform also covers investment policies, restrictions, diversification rules, risk profiles, model portfolios, target allocations, and benchmarks. For alternatives, workflows include data ingestion, valuation, capital calls, and distributions. Interactive dashboards, alerts, role-based permissions, and secure document sharing extend the platform beyond core performance reporting. These capabilities suit teams coordinating information across multiple custodians, entities, and asset classes.
Pricing is custom rather than presented as public plan tiers. Masttro describes a flat annual fee based on estates, entities, custodial relationships, and alternative investment feeds, so the commercial fit depends on the complexity of the organization. The platform is available on web, iOS, and Android, and its breadth may be more than a simpler portfolio tracker needs. Choose Masttro when alternative assets, policy oversight, multi-custodian aggregation, and tailored reporting are priorities. A smaller team seeking a narrowly focused, transparent-price portfolio tool should look elsewhere.
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Masttro pricing
Masttro fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | ISO 27001, GDPR, 2FA |
| Support | Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 700+ integrations: UBS, Morgan Stanley, Goldman Sachs, J.P. Morgan, 700+ direct custodian feeds See all → |
| Pricing | Pricing on request (source) |
| Website | masttro.com |
| Facts checked | 20 Sep 2026 |
Masttro integrations
Masttro lists 700+ integrations on its own site — the 5 named here are the ones its pages call out.
- UBS
- Morgan Stanley
- Goldman Sachs
- J.P. Morgan
- 700+ direct custodian feeds
See all Masttro integrations →
Alternatives to Masttro
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Masttro alternatives →
Also Ranked In
Masttro is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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