Addepar vs Masttro in July 2026

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Addepar

Investment Portfolio Management S...

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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Masttro

Investment Portfolio Management S...

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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Quicken

Personal Finance Software

3.6 31,515 user ratings

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Overview

Description	Аddeраr is a wealth management platform thаt рrоvides tооls fоr dаtа аnаlytiсs аnd роrtfоliо visuаls. It provides weаlth mаnаgers with reаl-time роrtfоliо reporting and insights required to make аnd imрlement better investment deсisiоn. The соmраny’s рlаtfоrm аggregаtes роrtfоliо, mаrket, аnd сlient dаtа аll in оne рlасe. It рrоvides аsset оwners аnd аdvisоrs а сleаrer finаnсiаl рiсture аt every level, аllоwing them tо mаke mоre infоrmed аnd timely investment deсisiоns. With Аddeраr аs the hub fоr yоur орerаtiоns, уоu hаve а consolidated, “gо-tо” рlасe fоr сritiсаl infоrmаtiоn, eliminаting the need fоr duрliсаtive dаtа entry аnd system сrоss-checks. Аddeраr even allows customers to submit inquiries аnd requests thrоugh its web site оr by рhоne. Аddeраr’s wealth management platform integrаtes with the аррliсаtiоns yоu use every dаy. They’ve рre-built integrations with their extensive mаrket-leаding раrtner netwоrk, sо уоu саn соnnесt Аddeраr tо the tооls you use tо run yоur business. Read more	Masttro integrates the whole wealth management ecosystem, giving companies and their clients a single source of verified information. It is a technology that is built for modern wealth management organisations. It provides a clear image of a family’s entire balance sheet across borders & currencies, providing them with unique insights that they need to preserve the estate. Masttro modernises wealth technology. It enables organisations to be more efficient by allowing them to effortlessly manage and track complicated estate portfolios, structures, and all that accompanies it. With this platform, wealth management organisations can also manage international portfolios and take advantage of opportunities globally. Masttro’s sophisticated wealth technology allows quick innovation and the production of distinct value for existing and prospective clients. The platform also offers intuitive and branded navigation that provides immersive client experiences. Along with the easy flow of financial information, Masttro also enables data aggregation. Furthermore, its machine learning and artificial intelligence extract data from documents and store them in digitised vaults. Alternative investments, non-financials, and cyber security are also available. Read more	Quicken is a trusted leader in money management, empowering millions to take control of their finances with clarity and confidence. In addition to its award-winning personal finance tools for budgeting, saving, and investing, Quicken helps small business owners, self-employed professionals, and contractors manage their business and personal finances seamlessly in one place. From creating and sending invoices to tracking income and expenses, preparing for taxes, and monitoring cash flow, Quicken delivers powerful tools with clear separation between business and personal accounts—streamlining money management so you can save time, reduce stress, and stay focused on growth. Read more
Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Starts at $1.99.
SW Score & Breakdown	70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 60% Reviews 60% Momentum 60% Popularity 60%	74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 60% Reviews 60% Momentum 60% Popularity 63%	95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 95% Reviews 60% Momentum 60% Popularity 70%
SaaSworthy Awards	Not Available	Not Available	# 1 Most Worthy # 5 Fastest Growing

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	Online	Online	Online
API Support	Available	NA	Available

Reviews & Ratings

User Rating	Not Available	Not Available	3.6/5 31,515 user ratings
Rating Distribution	Not Available	Not Available	Excellent 40.6% Very Good 17.2% Average 18.6% Poor 10.2% Terrible 13.4%
User Sentiments	Not Available	Not Available	Ease of Use, Comprehensive Reporting Features, Efficient Transaction Downloading, Helpful Budgeting Tools High Subscription Cost, Inaccurate Transaction Downloads, Mobile App Functionality, Software Bugs and Glitches
Review Summary	Not Available	Not Available	Numerous reviewers commend Quicken for its user-friendliness, robust features, and reliable performance. They appreciate its intuitive interface, extensive customization options, and insightful financial reports. The rental property management module is particularly praised for its ease of use, comprehensive features, and accurate tracking of rental income and expenses. However, some users express concerns about occasional technical glitches, a steep learning curve for some features, and limited customer support. Overall, Quicken is generally well-received for its user-friendly design, diverse features, and helpful reporting capabilities.
Pros & Cons	Provides real-time portfolio reporting and insights. Aggregates portfolio, market, and client data in one place. Eliminates the need for duplicative data entry and system cross-checks. Integrates with commonly used applications. Allows customers to submit inquiries and requests through its website or by phone. May require a learning curve for new users. Can be expensive for small businesses. May not be suitable for all types of investment portfolios.	Provides a single source of verified information for wealth management. Offers a clear image of a family's entire balance sheet across borders & currencies. Enables organisations to be more efficient by allowing them to effortlessly manage and track complicated estate portfolios. Provides intuitive and branded navigation that provides immersive client experiences. Enables data aggregation and uses machine learning and artificial intelligence to extract data from documents and store them in digitised vaults. May require a learning curve for new users. Can be expensive for small businesses. May not be suitable for all types of wealth management organisations.	Not Available
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AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Starts at $1.99.
Pricing Plans Monthly Plans Annual Plans	Addepar Custom	Masttro Custom	Classic Premier $5.99 $5.99 per month Classic Deluxe $6.49 $6.49 per month Classic Business & Personal $8.99 $8.99 per month Quicken Simplifi $2.99 $2.99 per month Quicken Business & Personal $3.99 $3.99 per month Quicken LifeHub $1.99 $1.99 per month
	View Detailed Pricing	View Detailed Pricing	View Detailed Pricing

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Alternatives

	INDATA Investment Management Software Orion Advisor Trading Masttro Addepar Vs Masttro ARGUS Enterprise Portfoliopilot	Addepar Masttro Vs Addepar Personal Capital 2 40 ratings Assetmax PMplus INDATA Investment Management Software
	View All Addepar Alternatives	View All Masttro Alternatives

Screenshots & Videos

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Vendor information

Company Details

Located in: New York, New York

Located in: Menlo Park, California - 94025 Founded in: 2016

Contact Details

(855) 464-6268

https://addepar.com/

+1 917 755 0008

https://www.masttro.com/

Not available

https://www.quicken.com/

Social Media Handles

Linkedin 28K

Twitter 3K

Facebook 1K

Youtube 395

Apple App Store 52

Linkedin 1K

Twitter 69

Facebook 74

Linkedin 16K

Twitter 5K

Facebook 273K

Youtube 27K

Google Play

FAQs

What are the key differences between Addepar and Masttro?

Addepar focuses on data analytics and portfolio visualization, while Masttro provides a comprehensive wealth management platform with a focus on managing complex estate portfolios.

What are the alternatives to Addepar?

The top alternatives to Addepar are INDATA Investment Management Software, Orion Advisor Trading, Personal Capital, Ansarada, and Portfoliopilot.

What are the alternatives to Masttro?

The top alternatives to Masttro are Addepar, WealthEngine, PMplus, Assetmax, and Automate Estate.

Which product is better for managing international portfolios?

Masttro is designed for managing international portfolios, providing insights and opportunities across borders and currencies.

How does Masttro leverage technology for wealth management?

Masttro uses machine learning and artificial intelligence to extract data from documents and store them in digitized vaults, providing a clear and comprehensive view of financial assets.