# Masttro Reviews **Vendor:** Masttro **Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Average Rating:** 5.0/5.0 **Total Reviews:** 2 ## About Masttro Masttro is a global wealth technology platform designed for family offices, private banks, RIAs, and professional service firms. It provides a single, secure interface to consolidate every asset class—traditional investments, alternative investments, private equity, real estate, operating businesses, and even collectibles—into a real-time view of total net worth. Key capabilities include: • The global leader in direct data feeds connecting with over 600 custodians and financial institutions • Automatic processing of closed-end private investments (ex. capital calls and distributions) via proprietary AI • Customizable dashboards for portfolio analysis, performance tracking, reporting, and secure document storage by entity and investment vehicle • A fixed-fee pricing model not tied to assets under management (AUM) or users Masttro helps firms reduce manual reporting workloads, cut operational costs, and deliver accurate, timely insights to clients. Trusted by thousands of wealth owners in over 30 countries, the platform combines security, automation, and usability to streamline complex wealth management operations. For more information visit: www.masttro.com ## Masttro Pros & Cons **What users like:** - Users commend the **amazing customer support** of Masttro, highlighting their attentiveness and dedication to assistance. (1 reviews) - Users value the **intuitive dashboards** of Masttro, enhancing their ability to track and report on assets effectively. (1 reviews) - Users find Masttro **simple to use** , effectively consolidating assets while providing excellent customer support. (1 reviews) - Users value the **effective tracking** capabilities of Masttro, enhancing investment management and asset oversight seamlessly. (1 reviews) **What users dislike:** - Users find the **implementation difficult** , as setting up Masttro is time-consuming due to system complexity. (1 reviews) ## Masttro Reviews ### 1. Family Office Asset Management Simplified **Rating:** 5.0/5.0 stars **Reviewed by:** Sabrina B. | Family Office / Corporate Accounting Manager **Reviewed Date:** February 11, 2026 **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. **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. **What problems is Masttro solving and how is that benefiting you?** Masttro allows us to keep assets in one place, use it as a document repository, track investments, and create dashboards and reporting. ### 2. Effortless Financial Management with Masttro **Rating:** 5.0/5.0 stars **Reviewed by:** Sheldon C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2026 **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. **What do you dislike about Masttro?** There is nothing that we dislike about the product. **What problems is Masttro solving and how is that benefiting you?** Masttro streamlines portfolio performance evaluation by pulling custodian data and offering an AI tool for uploads. It facilitates quick report generation, significantly reducing the time from hours to seconds. - [View Masttro pricing details and edition comparison](https://www.g2.com/products/masttro/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+02%3A15%3A55+-0500&secure%5Bsession_id%5D=cba67cea-102e-499f-b701-484e99b612e1&secure%5Btoken%5D=6f6f3d32d22d66d58614a220668aa10952f6d2156af0ecd132ba4930e2ef7c86&format=llm_user) ## Masttro Features **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Integration** - Data aggregation - Accounting Integration - Risk Management **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance ## Top Masttro Alternatives - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (545 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.0/5.0 (407 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (274 reviews)