Addepar vs Masttro
Comprehensive side-by-side comparison of these family office software platforms
A
Addepar
Addepar specializes in Investment management, consolidated reporting, analytics. Focus areas include Investment management, consolidated reporting, analytics. Global (strong in US).
Founded
Not specified
Min. Assets
Not specified
M
Masttro
Masttro specializes in Security, multi-currency, visual dashboards, alternatives. Focus areas include Global family offices, UHNW reporting, alternative assets. Global (Latin America, US, Europe).
Founded
Not specified
Min. Assets
Not specified
💼 Company Overview
Addepar
Masttro
Founded
Not specified
Not specified
Headquarters
Not specified
Not specified
Employee Count
Not specified
Not specified
Customer Count
Over 1,200 leading firms globally
Not specified
💼 Requirements & Pricing
Addepar
Masttro
Minimum Assets
Not specified
Not specified
Typical Client Size
Not specified
Not specified
Pricing Model
Not specified
Not specified
💼 Core Features
Addepar
Masttro
Key Features
Aggregate every ownable assetAnalyze & visualize portfolio data instantlyCreate customized, branded reportsCloud-based platform for flexibility and securityReal-time data aggregation and insightsSeamless user experienceAdvanced analytics and reporting toolsRobust API for integrationsMulti-asset class supportPortfolio performance benchmarking
WealthData ConsolidationCustom DashboardsPortfolio Management AutomationSecure Document RepositoryData Aggregation ToolsDocument AICustom Client ViewsSecure Document SharingAPI Availability for IntegrationRigid Flexibility ReportingOwnership VisualizationIntegration with Current Tech StackOver 800,000 Document Storage Capacity
Use Cases
Automate portfolio reporting for quarterly family meetingsIntegrate custodial data for comprehensive asset trackingConduct in-depth performance analysis across asset classesStreamline compliance reporting for regulatory requirementsEnhance client communications with branded reportsBenchmark portfolio performance against market indicesVisualize complex asset data in user-friendly dashboardsOptimize asset allocation strategies through data insights
Automate portfolio reporting for quarterly family meetingsConsolidate multi-currency accounts for unified reportingSecurely store and share critical documents with stakeholdersCreate customized dashboards for different family membersAutomate compliance reporting to meet regulatory requirementsVisualize complex ownership structures for better insightsIntegrate with existing CRM systems for enhanced client managementDevelop custom financial reports using document AICentralize document management for easy retrieval and sharingEnhance client communication with tailored views and data presentations
Integrations
BloombergFactsetMajor custodiansLeading banksFinancial data providersMarket data platformsCRM systemsAccounting software
BloombergFactsetCustodiansPrivate BanksWealth Management PlatformsCRM Systems
Support Options
None specified
None specified
Need Help Choosing?
Family office software selection requires careful consideration of your specific needs and requirements.