Addepar vs Masttro Comparison

Addepar

Investment Portfolio Management S...

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Masttro

Investment Portfolio Management S...

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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
Pricing Options	Free Trial Not Available Addepar Offers Custom plan.	Free Trial Not Available Masttro Offers Custom plan.

Technical Details

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

Reviews & Ratings

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.

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Addepar Offers Custom plan.	Free Trial Not Available Masttro Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Addepar Custom	Masttro Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

	INDATA Investment Management Software Orion Advisor Trading 2.7 Based on 3 Ratings Personal Capital 4.3 Based on 4 Ratings AIRR 4.8 Based on 5 Ratings Portfoliopilot	Addepar Masttro Vs Addepar WealthEngine 4.2 Based on 117 Ratings PMplus Assetmax 5 Based on 1 Ratings Automate Estate 5 Based on 12 Ratings
	View All Addepar Alternatives	View All Masttro Alternatives

Screenshots & Videos

Screenshots	+ 2 More	Not Available
Videos		Not Available

Vendor information

Company Details

Located in: New York, New York

Contact Details

(855) 464-6268

https://addepar.com/

+1 917 755 0008

https://www.masttro.com/

Social Media Handles

Linkedin 28K

Twitter 3K

Facebook 1K

Youtube 348

Apple App Store 47

Linkedin 1K

Twitter 69

Facebook 74

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.