Replacement verdicts
Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Masttro competitor is worth testing first.
Looking for a Masttro replacement? We've profiled 4 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.
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Best for: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Watch for: Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Best for: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Watch for: Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Best for: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
Watch for: Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Best for: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.
Watch for: Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Our ranked order by workflow overlap and quality.
Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Contact for pricing
Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Contact for pricing
Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
$275/moto go paid
No comparable monthly price for Masttro
Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.
Contact for pricing
Addepar is the closest drop-in replacement with overlapping coverage in Wealth Management, Advisor Operations, and Portfolio while adding Data Visualizations and Tax Lots / Lot Optimization coverage and Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets. and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform. features (workflow overlap ~71%).
Round out your stack with new coverage areas like Data Visualizations, Tax Lots / Lot Optimization, Webhooks, and Insider Compliance / Pre-clearance.
Most shared categories across the top matches.
Categories the alternatives add beyond Masttro.
Free to start
0/4
0 of 4 start free, which Masttro does not.
Paid plans from
$275/mo
Orion Advisor Tech is the cheapest listed monthly upgrade. No comparable monthly price is listed for Masttro.
Mobile app
4 of 4
4 have a mobile app, like Masttro.
API access
4 of 4
4 expose an API or data feed, usually on a paid plan.
Hands-on tested
0 of 4
0 tested hands-on. 0 are analyst picks.
Coverage overlap
71%
Average share of Masttro categories each alternative covers.
Addepar, SS&C Black Diamond Wealth Solutions, and Orion Advisor Tech share the most workflows with Masttro, in that order. Start with the one whose Keep list matches what you use daily.
Between them the top matches cover Advisor Operations, APIs & Data Feeds, Audit Trail / Supervision, Broker Connectors, Custom Dashboards, Portfolio, and Wealth Management. Masttro workflows in those areas move over as they are. The Lose column on each card names what does not.
Missing an alternative, or is a listing out of date? Tell me and I will look.
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.