Addepar vs Masttro - Portfolio Management Comparison

Addepar vs Masttro: Portfolio Management Platform Comparison

Overview

Addepar and Masttro are both leading portfolio management platforms designed for family offices and wealth managers, each with distinct strengths.

Platform Comparison

Addepar

- Comprehensive portfolio aggregation

- Advanced analytics and reporting

- Multi-custodial support

- API integrations

- Enterprise-grade security

Masttro

- Modern user interface

- Real-time portfolio monitoring

- Customizable dashboards

- Client portal functionality

- Mobile accessibility

Implementation

- Addepar: Enterprise implementation, 3-6 months

- Masttro: Rapid deployment, 4-8 weeks

Conclusion

Addepar suits large family offices requiring comprehensive features, while Masttro offers modern UX for mid-market firms.