VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Envestnet Wealth Management Platform vs Masttro comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
At a glance
| Envestnet Wealth Management Platform | Masttro | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Fixed annual license |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | Masttro |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | IntermediateAdvanced | Advanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeLatAmAPAC |
Data freshness | Not specified | Not specified |
API access | REST | Not specified |
Export formats | CSVExcel | CSVPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by Masttro only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and Masttro?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Masttro specializes in Wealth Management, Portfolio Accounting / Book of Record, and Client & Investor Reporting. They overlap in 11 categories, so choose based on your preferred workflow and pricing.
How much do Envestnet Wealth Management Platform and Masttro cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Do Envestnet Wealth Management Platform and Masttro have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Envestnet Wealth Management Platform or Masttro?
Choose Envestnet Wealth Management Platform if you need End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process.. Go with Masttro if Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., and Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets. better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and Masttro cover?
Both cover Stocks, Mutual Funds, Bonds, Real Estate, Hedge Funds, and Private Funds. Envestnet Wealth Management Platform also includes ETFs, and Funds. Masttro adds coverage for Cryptos, and Other.
Can I export data from Envestnet Wealth Management Platform and Masttro?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Can Envestnet Wealth Management Platform or Masttro connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. Masttro requires manual portfolio entry or data import.
Can I track my portfolio with Envestnet Wealth Management Platform or Masttro?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
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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.