--- title: Masttro Reviews meta_title: 'Masttro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Masttro works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 9 scale: '5' date_modified: '2026-08-07' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Masttro Reviews **Vendor:** Masttro **Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 9 ## 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 appreciate the **amazing customer support** from Masttro, which goes beyond software implementation to address various needs. (1 reviews) - Users enjoy the **user-friendly dashboards** in Masttro, which simplify asset tracking and reporting for family offices. (1 reviews) - Users find Masttro **simple to use** , effectively organizing assets and providing excellent customer support. (1 reviews) - Users value the **effective tracking capabilities** of Masttro, finding it essential for managing family office assets seamlessly. (1 reviews) **What users dislike:** - Users find the **implementation difficulty** of Masttro challenging, especially due to complex setups in family offices. (1 reviews) ## Masttro Reviews ### 1. Balanced Data Aggregation and an Easy GWM Interface for Portfolio Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Masttro?** I like that there is a great balance between automated data aggregation and manual data input so that we can completely vie and understand our portfolio on a complete basis. We use the CPA in every investment committee, especially the portfolio breakdown capabilities. We also use the cash projection capabilities in order make our analysis of the portfolio more complete. The easy ro use GWM interface is incredibly helpful especially when teaching new team members how to use the platform. **What do you dislike about Masttro?** It is somewhat difficult to track some alternative asset classes like crypto that is not contained within a brokerage account. Massive data uploads feel a little clunky and still require a lot of work. **What problems is Masttro solving and how is that benefiting you?** We can fully visualize our portfolio and give full transparency to each family member. Additionally, we can now track our performance across alternative investments extremely well and accurately. ### 2. Secure Communication Portal Streamlines Client Portfolio Reviews **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Masttro?** The Secure Communication Portal is very useful. It helps me during our monthly client meetings by providing a comprehensive view of each client's consolidated portfolio. What used to take me days of work can now be done simply by verifying that the information matches the bank statements. **What do you dislike about Masttro?** Sometimes it takes quite a while to resolve a ticket. **What problems is Masttro solving and how is that benefiting you?** Whether it's for monthly client meetings or Board of Directors presentations, preparing for these meetings used to take me days before we started using Masttro. With Masttro, I save a significant amount of time, as all the portfolio information is consolidated and readily available, allowing me to focus on reviewing the data rather than gathering it. ### 3. Built of Family Offices **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2026 **What do you like best about Masttro?** The fact that it is clearly built for family office level relationships. It does not try to be all things to all people, but instead tries to be the best in it's area of expertise. The global wealth map is a critical piece that is a huge selling point to clients and prospects. **What do you dislike about Masttro?** The internal man power required to get it up and running. Also the fact that there is not since inception performance is a major limitation. **What problems is Masttro solving and how is that benefiting you?** It is helping us make sense of very complex client situations. It is becoming the central hub for our family office clients. ### 4. Highly Customizable, but Too Many Steps and Slow Investment Account Connections **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Masttro?** How customizable it is and the ability to load information regarding non-financial assets. **What do you dislike about Masttro?** Many modules require an enormous number of steps to reach the end result, and connecting an investment account to the platform takes a long time. When I ask about it, the response is always, “It depends on the bank; we can’t do anything from our end.” **What problems is Masttro solving and how is that benefiting you?** I use it to compile data from multiple investment accounts into a single, clear report. It also helps me consolidate an entire family estate in one place, so everything is organized and easy to review. ### 5. Friendly, Intuitive, and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Jerry F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Masttro?** Friendly environment and easy to use, very intuitive **What do you dislike about Masttro?** Does not allow to select specific range of dates at CPA level **What problems is Masttro solving and how is that benefiting you?** A quality control of the data so the user relies on data at MASTTRO, this as sometimes is not exactly as bank statements and or positions ### 6. Strong Reporting but data dupplication **Rating:** 3.0/5.0 stars **Reviewed by:** Fiorella W. | senior client associate, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about Masttro?** reporting , scp module specially the consolidated protfolio metrics. **What do you dislike about Masttro?** the duplication of the data, it makes mistakes and errors on the performance **What problems is Masttro solving and how is that benefiting you?** consolidating the positions, i dont have to do the reporting performance manually. ### 7. 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. ### 8. 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. ### 9. Game changer for portfolio performance and org chart viewing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Masttro?** Ability to visualize organizational charts/entity charts and calculate portfolio level returns **What do you dislike about Masttro?** Can't connect checking accounts nor debt accounts **What problems is Masttro solving and how is that benefiting you?** Portfolio level AUM and portfolio level reporting. makes it very easy - [View Masttro pricing details and edition comparison](https://www.g2.com/products/masttro/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-07+13%3A39%3A16+-0500&secure%5Bsession_id%5D=6b1ebf98-e6c5-482e-8407-614e798e2adb&secure%5Btoken%5D=51f57ac82ca3c3ae27d55ba1f74a9392e12ab6e35f369e34d3fd84da1764bbe6&format=llm_user) ## Masttro Features **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting - Investor Portal - Historical Reporting - Investor Reporting - Visual Analytics - Tax Compliance - Portfolio Reporting **Integration** - Data aggregation - Accounting Integration - Risk Management - Portfolio Accounting - Contact Management - Workflow Management - Investor Management - Trade Management - Investment Management - Portfolio Management - Document Management - Compliance Management - Order Management - Fund Management - Tax Management - Cash Management - Client Management - Fee Management - Financial Management - Stock Management **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Forecasting - Third-Party Integrations - Categorization/Grouping - Budgeting/Forecasting **Additional Functionality** - Risk Assessment - Automated Execution - Monitoring - Financial Analysis - Cryptocurrency Tracking - Generative AI - Profit/Loss Statement - Risk Analysis - General Ledger - Customizable Reports - Investor Communication - Performance Analysis - Performance Metrics - AI Copilot - Portfolio Analysis - Activity Tracking - CRM - For Hedge Funds - Audit Trail - Data Import/Export - Collaboration Tools - Mobile Access - Modeling & Simulation - Compliance Tracking - For Investment Advisors - Portfolio Rebalancing - Investment Research - Commodity Futures - API - Activity Dashboard - Benchmarking - Alerts/Notifications - Investments Tracking - Bonds/Stocks - For Investors & Traders - Multi-Currency - Stock Tracking - Watch List - What-if Analysis - Goal Setting/Tracking - Wash Sale Detection - For Traders - Side-by-Side Comparison ## Top Masttro Alternatives - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (703 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 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 (284 reviews)