VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Masttro vs Relative Rotation Graphs® (RRG Research) comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Masttro adds Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, Document Vault & e-Signature, Model Portfolios & Sleeves, Portfolio, Custom Dashboards, Broker Connectors, and Audit Trail / Supervision coverage that Relative Rotation Graphs® (RRG Research) skips.

Relative Rotation Graphs® (RRG Research) includes Data Visualizations, and Stock Comparison categories that Masttro omits.

Masttro ships a mobile app. Relative Rotation Graphs® (RRG Research) is web/desktop only.

In depth comparison

Masttro

masttro.com

Full‑stack wealth OS for UHNW‑focused family offices, RIAs, private banks, and professional services firms. Combines 650+ direct custodian data feeds, multi‑entity portfolio analytics, alternatives lifecycle automation, cash management, compliance, secure client portals, and conversational AI across web and mobile. Licensing is fixed, non‑AUM annual subscription priced by client scope and configuration.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles.
Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.
Cash Management Registry centralizes uncategorized deposits and withdrawals, maintains detailed records of capital calls, distributions, fees, and closed-end fund cash flows, and lets users review history and export transactions for full cash-flow auditability.

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Relative Rotation Graphs® (RRG Research)

relativerotationgraphs.com

RRG Research (creator/owner of Relative Rotation Graphs®) offers: (1) **RRG Online** - a lightweight, subscription-based web app with pre-defined universes and limited functionality (includes a one-month free trial; pricing starts from $10/month); and (2) **RRG API** - a bespoke/contact-priced service to embed RRGs into professional workflows using client-supplied data (XML in -> JSON out).

Platforms

WebAPI

Pricing

SubscriptionOther

Quick highlights

Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other).
RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation).
RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes.
RRG Online universes/benchmarks (examples listed by the vendor) include S&P 500 sectors vs S&P 500, AEX stocks vs AEX, ASX sectors vs ASX, Euro STOXX 50 stocks vs Euro STOXX 50, STOXX European sectors vs STOXX 600, Jakarta IDX stocks vs IDX, crypto vs BTC/USD, and G10 FX/currency pairs.
RRG Online interaction features include toggling securities on/off, setting trail length, zooming/dragging, snapping axes, and playing/animating historical rotation via a slider or play button.

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Where they differ

Masttro

Distinct strengths include:

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.
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.
Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles.
Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.

Relative Rotation Graphs® (RRG Research)

Distinct strengths include:

Data Visualizations Stock Comparison

Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other).
RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation).
RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes.
RRG Online universes/benchmarks (examples listed by the vendor) include S&P 500 sectors vs S&P 500, AEX stocks vs AEX, ASX sectors vs ASX, Euro STOXX 50 stocks vs Euro STOXX 50, STOXX European sectors vs STOXX 600, Jakarta IDX stocks vs IDX, crypto vs BTC/USD, and G10 FX/currency pairs.

Feature-by-feature breakdown

Attribute	Masttro	Relative Rotation Graphs® (RRG Research)
Categories Which research workflows each platform targets	Shared: Data APIs, APIs & SDKs Unique: Wealth Management, Portfolio Accounting / Book of Record, Client & Investor Reporting, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, Document Vault & e-Signature, Model Portfolios & Sleeves, Portfolio, Custom Dashboards, Broker Connectors, Audit Trail / Supervision	Shared: Data APIs, APIs & SDKs Unique: Data Visualizations, Stock Comparison
Asset types Supported asset classes and universes	Stocks, Bonds, Mutual Funds, Hedge Funds, Private Funds, Real Estate, Cryptos, Other	Stocks, Bonds, Currencies, Cryptos, Other
Experience levels Who each product is built for	Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, API
Pricing High-level pricing models	Subscription	Subscription, Other
Key features Core capabilities called out by each vendor	Unique 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. 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. Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles. Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more. Cash Management Registry centralizes uncategorized deposits and withdrawals, maintains detailed records of capital calls, distributions, fees, and closed-end fund cash flows, and lets users review history and export transactions for full cash-flow auditability. Portfolio Management Center supports model portfolios, firm-wide investment policies, risk and concentration limits, diversification rules, restrictions, and user-defined blended benchmarks to monitor drift and keep portfolios within mandate.	Unique Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other). RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation). RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes. RRG Online universes/benchmarks (examples listed by the vendor) include S&P 500 sectors vs S&P 500, AEX stocks vs AEX, ASX sectors vs ASX, Euro STOXX 50 stocks vs Euro STOXX 50, STOXX European sectors vs STOXX 600, Jakarta IDX stocks vs IDX, crypto vs BTC/USD, and G10 FX/currency pairs. RRG Online interaction features include toggling securities on/off, setting trail length, zooming/dragging, snapping axes, and playing/animating historical rotation via a slider or play button. RRG Online pricing: subscription starting from $10/month; marketed as "light weight", "interactive", with "selected universes" and "limited functionality".
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Masttro and Relative Rotation Graphs® (RRG Research) both support?

Both platforms cover Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Masttro and Relative Rotation Graphs® (RRG Research) require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

Which tool has mobile access?

Masttro ships a dedicated mobile experience, while Relative Rotation Graphs® (RRG Research) focuses on web or desktop access.

What unique strengths set the two platforms apart?

Masttro differentiates itself with 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., 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., and Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles., whereas Relative Rotation Graphs® (RRG Research) stands out for Relative Rotation Graphs® (RRGs®) visualize trends in relative strength/performance of multiple securities in a universe versus a common benchmark (and each other)., RRGs are described by the vendor as applicable across asset classes (e.g., stock indexes, stock sectors, individual stocks, bonds, (crypto)-currencies, and asset allocation)., and RRG Online: vendor-run web implementation built in cooperation with Optuma, positioned as a "lightweight" version with limited functionality and pre-defined universes..

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