SS&C Black Diamond Wealth Solutions overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity and pushes into Rebalancing & Trading and Fee Billing & Invoicing with Masttro and is the quickest matchup to review first.
VOL. XCIV, NO. 247
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Matchup hub
Compare Masttro
Every head-to-head showdown featuring Masttro. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Sharesight, Koyfin, and Portfolio123 keep freemium tiers so you can benchmark Masttro without committing budget.
Masttro rivals most often add coverage in Data Visualizations, Screeners, and Alerts, so focus there when evaluating upgrades.
24
Matchups catalogued
16
Include free tiers
14
Offer mobile access
38%
Avg category overlap
Category heatmap
How Masttro stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- APIs & SDKs20
- Data APIs18
- Portfolio18
- Broker Connectors9
- Client & Investor Reporting7
- Client Portal & Mobile App6
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Masttro.
- Data Visualizations14
- Screeners14
- Alerts11
- Watchlist10
- Financials9
- News8
Where Masttro stands alone
Categories that remain exclusive to Masttro across these matchups.
- Audit Trail / Supervision22
- Document Vault & e-Signature22
- Alternatives / Capital Calls & Distributions21
- Portfolio Accounting / Book of Record20
- Wealth Management20
- Householding & Multi-Entity19
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Masttro into new workflows.
SS&C Black Diamond Wealth Solutions
86% overlapSS&C Black Diamond Wealth Solutions overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity, adds Rebalancing & Trading, Fee Billing & Invoicing, and CRM & Workflow coverage while matching Masttro.
Shared categories
SS&C Black Diamond Wealth Solutions adds
- Rebalancing & Trading
- Fee Billing & Invoicing
- CRM & Workflow
- Webhooks
Masttro keeps to itself
- Wealth Management
- Data APIs
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Addepar
79% overlapAddepar overlaps on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting, adds Fee Billing & Invoicing, Rebalancing & Trading, and Data Visualizations coverage while matching Masttro.
Shared categories
Addepar adds
- Fee Billing & Invoicing
- Rebalancing & Trading
- Data Visualizations
- Tax Lots / Lot Optimization
Masttro keeps to itself
- Document Vault & e-Signature
- Custom Dashboards
- Audit Trail / Supervision
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Envestnet Wealth Management Platform
79% overlapEnvestnet Wealth Management Platform overlaps on Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting, adds Rebalancing & Trading, Fee Billing & Invoicing, and CRM & Workflow coverage while matching Masttro.
Shared categories
Envestnet Wealth Management Platform adds
- Rebalancing & Trading
- Fee Billing & Invoicing
- CRM & Workflow
- Webhooks
Masttro keeps to itself
- Alternatives / Capital Calls & Distributions
- Custom Dashboards
- Audit Trail / Supervision
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Orion Advisor Tech
64% overlapOrion Advisor Tech overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity, adds GIPS Composite Reporting, Rebalancing & Trading, and Fee Billing & Invoicing coverage while matching Masttro.
Shared categories
Orion Advisor Tech adds
- GIPS Composite Reporting
- Rebalancing & Trading
- Fee Billing & Invoicing
- CRM & Workflow
Masttro keeps to itself
- Wealth Management
- Document Vault & e-Signature
- Portfolio
- Custom Dashboards
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Sharesight
50% overlapSharesight overlaps on Wealth Management, Client & Investor Reporting, and Client Portal & Mobile App, adds Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage while matching Masttro.
Shared categories
Sharesight adds
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Masttro keeps to itself
- Portfolio Accounting / Book of Record
- Householding & Multi-Entity
- Alternatives / Capital Calls & Distributions
- Document Vault & e-Signature
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Kubera
75% overlapKubera overlaps on Client Portal & Mobile App, Portfolio, and Custom Dashboards, adds Blogs and Education coverage while matching Masttro.
Shared categories
Kubera adds
- Blogs
- Education
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Koyfin
36% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Client & Investor Reporting, Householding & Multi-Entity, and Model Portfolios & Sleeves, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching Masttro.
Shared categories
Koyfin adds
- Screeners
- ETF Screeners
- Data Visualizations
- Correlation
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Alternatives / Capital Calls & Distributions
- Client Portal & Mobile App
Shared platforms
WebMobile
Shared pricing
Subscription
Portfolio123
29% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Data Visualizations, and Quant coverage while matching Masttro.
Shared categories
Portfolio123 adds
- Screeners
- Data Visualizations
- Quant
- Stock Ideas
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebAPI
Shared pricing
Subscription
YCharts
29% overlapHands-on review
YCharts overlaps on Client & Investor Reporting, Model Portfolios & Sleeves, and Portfolio, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Masttro.
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Data Visualizations
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Householding & Multi-Entity
- Alternatives / Capital Calls & Distributions
Shared platforms
Web
Shared pricing
Subscription
Interactive Brokers (IBKR)
21% overlapEditor’s pick
Hands-on review
Interactive Brokers (IBKR) overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching Masttro.
Shared categories
Interactive Brokers (IBKR) adds
- Brokerage
- Advanced Order Types
- Smart/Direct Routing
- Paper Trading
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebMobileAPI
Shared pricing
Subscription
OpenBB
25% overlapOpenBB overlaps on Custom Dashboards, Data APIs, and APIs & SDKs, adds Sheets / Excel Add-ins, Data Visualizations, and AI coverage while matching Masttro.
Shared categories
OpenBB adds
- Sheets / Excel Add-ins
- Data Visualizations
- AI
- AI Chat
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebMobileAPI
Shared pricing
Subscription
TipRanks
21% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Stock Ideas, Top Analysts, and Screeners coverage while matching Masttro.
Shared categories
TipRanks adds
- Stock Ideas
- Top Analysts
- Screeners
- ETF Screeners
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Dune
23% overlapDune overlaps on Custom Dashboards, Data APIs, and APIs & SDKs, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage while matching Masttro.
Shared categories
Dune adds
- On-chain Analytics
- DEX / DeFi
- Wallet / Address Monitoring
- NFT Markets
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebAPI
Shared pricing
Subscription
ETF Insider
21% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Portfolio, Data APIs, and APIs & SDKs, adds ETF Screeners, Screeners, and Data Visualizations coverage while matching Masttro.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Data Visualizations
- Factor Exposure
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebAPI
Shared pricing
Subscription
Fiscal.ai
21% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Stock Comparison, and Data Visualizations coverage while matching Masttro.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Data Visualizations
- Watchlist
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebAPI
Shared pricing
Subscription
PortfoliosLab
21% overlapPortfoliosLab overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Watchlist, Backtesting, and Correlation coverage while matching Masttro.
Shared categories
PortfoliosLab adds
- Watchlist
- Backtesting
- Correlation
- Risk Metrics
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebAPI
Shared pricing
Subscription
Reflexivity
21% overlapReflexivity overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Quant, and Performance Attribution coverage while matching Masttro.
Shared categories
Reflexivity adds
- Screeners
- Quant
- Performance Attribution
- Scenario & Stress Tests
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebAPI
Shared pricing
Subscription
Uncle Stock
25% overlapEditor’s pick
Hands-on review
Uncle Stock overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Backtesting, and Data Visualizations coverage while matching Masttro.
Shared categories
Uncle Stock adds
- Screeners
- Backtesting
- Data Visualizations
- Financials
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebAPI
Shared pricing
Subscription
DeepVest
21% overlapDeepVest overlaps on Wealth Management, Portfolio, and Audit Trail / Supervision, adds AI, AI Chat, and Screeners coverage while matching Masttro.
Shared categories
DeepVest adds
- AI
- AI Chat
- Screeners
- Backtesting
Masttro keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
- Alternatives / Capital Calls & Distributions
Shared platforms
Web
Shared pricing
Subscription
Tradervue
60% overlapTradervue overlaps on Portfolio, APIs & SDKs, and Broker Connectors, adds Risk Metrics and Data Visualizations coverage while matching Masttro.
Shared categories
Tradervue adds
- Risk Metrics
- Data Visualizations
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
Web
Shared pricing
Subscription
Benzinga
14% overlapBenzinga overlaps on Data APIs and APIs & SDKs, adds News, Alerts, and News Sentiment coverage while matching Masttro.
Shared categories
Benzinga adds
- News
- Alerts
- News Sentiment
- Calendar
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebMobileAPI
Shared pricing
Subscription
BizToc
40% overlapBizToc overlaps on Data APIs and APIs & SDKs, adds News, Market Sentiment, and Reddit coverage while matching Masttro.
Shared categories
BizToc adds
- News
- Market Sentiment
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebMobileAPI
Shared pricing
Subscription
EPSMomentum
14% overlapEPSMomentum overlaps on Portfolio and Custom Dashboards, adds Screeners, Stock Ideas, and Data Visualizations coverage while matching Masttro.
Shared categories
EPSMomentum adds
- Screeners
- Stock Ideas
- Data Visualizations
- Money Flow
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebMobileAPI
Shared pricing
Subscription
FlightAware
40% overlapFlightAware overlaps on Data APIs and APIs & SDKs, adds Data Visualizations, Alerts, and Satellite / Geospatial coverage while matching Masttro.
Shared categories
FlightAware adds
- Data Visualizations
- Alerts
- Satellite / Geospatial
Masttro keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Householding & Multi-Entity
Shared platforms
WebMobileAPI
Shared pricing
Subscription
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.