Masttro review
A broad multi-asset platform for family offices managing alternatives and complex structures.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Masttro pros and cons
- 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
Masttro fact sheet, pricing and score →
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