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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 
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75% 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 
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| 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 |
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| 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
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75% 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
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AI-Generated from the text of User Reviews
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Addepar Custom |
Masttro Custom |
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| Company Details | Located in: New York, New York | Located in: New York, New York |
| Contact Details |
(855) 464-6268 https://addepar.com/ |
+1 917 755 0008 https://www.masttro.com/ |
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