![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/6/2026

"Balanced Data Aggregation and an Easy GWM Interface for Portfolio Analysis"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

See what 10 reviewers think of Masttro

4.5 out of 5 · Verified reviews from real users

[
Read all reviews
](https://www.g2.com/products/masttro/reviews)