VOL. XCIV, NO. 247
Masttro Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Masttro helps family offices and professional wealth teams see complex wealth across custodians, owners, currencies, and asset types. Consolidate accounts, monitor alternatives and cash flows, manage documents, and deliver client reports through secure portals. Its AI tools support document and portfolio workflows alongside compliance features. Setup is vendor-led, and pricing uses a quoted annual license based on scope. It suits complex wealth oversight rather than a simple personal tracker or accounting ledger.
Verdict
Worth it if you manage complex wealth across entities, custodians, and private assets.
- Family offices: consolidate assets and ownership structures
- Wealth reporting: deliver client portals and scheduled views
- Operations: track alternatives, cash flows, and documents
Skip it if you want a low-friction personal tracker or a general accounting ledger.
- Professional fit: the platform targets complex wealth organizations
- Quoted license: annual cost depends on scope and configuration
- Setup commitment: feeds, permissions, and entity structures need implementation
Masttro
Web / Mobile / API · How this site is funded
Pricing
Prices checkedFixed annual license: contact sales for a quote.
Key features
Wealth consolidation
Combine public, private, property, and crypto assets across entities.
Custodian connections
Connect supported direct data feeds for consolidated reporting.
Entity analytics
Monitor performance, currency exposure, cash flow, and allocation policies.
Alternatives tracking
Follow capital calls, distributions, fees, and valuations.
Client reporting
Deliver eligible templates, scheduled reports, and secure portals.
Compliance workflows
Review enabled AML/KYC, transaction alerts, and risk scores.
Document intelligence
Classify records and query portfolios with Masttro Intelligence.
FAQ
Is Masttro free?
No. Masttro does not offer a free plan. Expect other pricing when you onboard. Check the vendor site for the most recent offers. Enterprise quotes are handled directly with the vendor.
Who is Masttro best for?
Masttro is built for Family Offices, RIAs / Wealth Firms, Financial Advisors, Asset Managers, and Institutional Investors. It suits advanced users.
What platforms and connections does Masttro support?
You can use Masttro on Web and Mobile. Masttro offers an API. Integrations include 700+ direct custodian data feeds.
Which markets does Masttro cover?
Masttro covers North America, Europe, LatAm, and APAC. It tracks Stocks, Bonds, Mutual Funds, Hedge Funds, Private Funds, Real Estate + 2 more.
Tool details
Highlights
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Domain Rating by Ahrefs
Coverage regions
Asset types
- Stocks
- Bonds
- Mutual Funds
- Hedge Funds
- Private Funds
- Real Estate
- Cryptos
- Other
Alternatives
If Masttro is not the right fit, these substitutes come closest.
Comparisons
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Curation & Accuracy
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.