---
description: Review of Masttro Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Masttro | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/1904/financial-reporting/software) > [Masttro](/software/254999/masttro)

# Masttro

Canonical: https://www.softwareadvice.co.nz/software/254999/masttro

> Masttro is an all-in-one wealth management platform that provides a comprehensive view of total net worth. Masttro caters to family offices, wealth managers and advisors, and professional service firms and the platform consolidates complex financial data into actionable WealthData to optimize workflows.

Key features of Masttro include the ability to import all types of assets from liquid investments to alternatives using custodian feeds. It ingests data on concentrated stock positions, real estate holdings, passion assets, and more. The platform simplifies portfolio management with custom dashboards, task management, and automation tools. Users can create secure client views to share documents and set permissions. 

With Masttro, all aspects of wealth are translated into digestible WealthData. The data aggregation and synthesis provides a full overview to easily view, manipulate, and manage total net worth. By centralizing global assets across all currencies into one intuitive platform, Masttro delivers actionable insights to improve client service, increase efficiency, and future-proof wealth management operations.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Masttro

## Commercial Context

- **Pricing model**: Per Feature
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Activity Dashboard
- Dashboard
- Document Management
- Financial Management
- Portfolio Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)
- [Financial Services Software](https://www.softwareadvice.co.nz/directory/4356/financial-services/software)
- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)
- [Financial Management Software](https://www.softwareadvice.co.nz/directory/3401/financial-management-system/software)

## Alternatives

1. [Financial Services Cloud](https://www.softwareadvice.co.nz/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (5 reviews)
2. [Unity](https://www.softwareadvice.co.nz/software/395666/unity) — 5.0/5 (3 reviews)
3. [Plaid](https://www.softwareadvice.co.nz/software/179020/plaid-for-lending) — 4.4/5 (95 reviews)
4. [Dynamo Software](https://www.softwareadvice.co.nz/software/131884/dynamo) — 4.6/5 (34 reviews)
5. [Powens](https://www.softwareadvice.co.nz/software/347231/Powens) — 3.8/5 (4 reviews)

## Reviews

### "Masttro - Strong solution for Family Offices" — 5.0/5

> **Danielle** | *10 February 2023* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Masttro is a comprehensive, all in one solution for managing investments across brokerage accounts, alternatives and estate assets (cars, watches etc.) Their document vault helps organize a variety of estate planning, investment planning and accounting correspondence in once centralized location. Masttro combines a strong documentation platform with their reporting and analytics package, creating an all in one solution that helps family offices stay coordinated across their many different counterparties.
> 
> **Cons**: Bulk uploading features are still a work in progress and can sometimes take time.
> 
> Positive

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/254999/masttro)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/financial-services/masttro-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/254999/masttro> |
| en-GB | <https://www.softwareadvice.co.uk/software/254999/masttro> |
| en-IE | <https://www.softwareadvice.ie/software/254999/masttro> |
| en-NZ | <https://www.softwareadvice.co.nz/software/254999/masttro> |

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