2026 Best Software Awards are here!See the list

Masttro Reviews & Product Details

Profile Status

This profile is currently managed by Masttro but has limited features.

Are you part of the Masttro team? Upgrade your plan to enhance your branding and engage with visitors to your profile!

Masttro Media

Masttro Demo - Powerful Customized Reporting
Visualize performance, track trends and identify growth opportunities with real-time interactive charts and graphs that capture a client's total net-worth.
Masttro Demo - Masttro's Data Aggregation
Masttro’s Global Wealth Map provides a real‐time, interactive visualization of a client's entire wealth ecosystem. It maps out all assets (liquid, illiquid, real estate, passion assets, etc.), ownership structures (trusts, joint ventures, entities), geographic exposures, and entity relationships.
Masttro Demo - Masttro's Mobile Experience
Dashboards, documents and performance available on iOS (mobile, iPad) and Android.
Masttro Demo - White Labeled Digital Environment
Masttro’s white-labeled digital environment allows your wealth management firm to deliver a branded experience.Every client logs into a secure, intuitive portal that carries your name and your standards to reinforce trust and transparency. Delivering a consistent experience across every relations...
Product Avatar Image

Have you used Masttro before?

Answer a few questions to help the Masttro community

Masttro Reviews (2)

Reviews

Masttro Reviews (2)

5.0
2 reviews
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Sabrina B.
SB
Family Office / Corporate Accounting Manager
"Family Office Asset Management Simplified"
What do you like best about Masttro?

I use Masttro for our family office and I find it simple to use. It's great because it allows us to keep all our assets in one place and use it as a repository for documents, track investments, and create dashboards and reports on assets. I really appreciate their amazing customer support. The team is attentive and dedicated, and they don't just stop at software implementation. They've been really helpful with different scenarios. Review collected by and hosted on G2.com.

What do you dislike about Masttro?

I'm looking forward to technology that will allow Masttro to link to our investor portals for automatic data populations and feeds. It's been very time consuming to set things up, but that's partly due to the complexity of our family office. Review collected by and hosted on G2.com.

Sheldon C.
SC
Small-Business (50 or fewer emp.)
"Effortless Financial Management with Masttro"
What do you like best about Masttro?

I appreciate the ease of use and the pre-produced library of reports that Masttro provides. It has significantly streamlined our processes, allowing us to produce reports in minutes that would have taken hours before. I also find the AI tool for uploading information that can't be directly fed from our Custodians. The initial setup was very easy, and the Masttro team was extremely helpful throughout the process. The efficiency we have gained from implementing Masttro in our small firm of 4 employees has been great. Review collected by and hosted on G2.com.

What do you dislike about Masttro?

There is nothing that we dislike about the product. Review collected by and hosted on G2.com.

There are not enough reviews of Masttro for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Betterment at Work Logo
Betterment at Work
4.3
(576)
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.
2
Morningstar Direct Logo
Morningstar Direct
4.0
(407)
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
3
Morningstar Direct Advisory Suite (formerly Advisor Workstation) Logo
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
4.1
(275)
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
4
Koyfin Logo
Koyfin
4.8
(116)
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
5
Orion Advisor Technology Logo
Orion Advisor Technology
4.4
(97)
Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.
6
Nitrogen Logo
Nitrogen
4.0
(72)
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
7
eMoney Logo
eMoney
4.7
(67)
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
8
Betterment Advisor Solutions Logo
Betterment Advisor Solutions
4.4
(64)
Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash.
9
Pershing Financial Services Logo
Pershing Financial Services
4.2
(58)
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
10
Carta Fund Management Logo
Carta Fund Management
4.1
(48)
The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.
Show More

No Discussions for This Product Yet

Be the first to ask a question and get answers from real users and experts.

Start a discussion
Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.