Croesus Advisor vs Masttro
Croesus Advisor
croesus.com
Masttro
masttro.comSide by side
| Figure | Croesus Advisor | Masttro |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Wealth Management | 7.5 (#8) | 7.5 (#9) |
| Spec score · Portfolio Management Software | 7.2 (#70) | 7.5 (#61) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | 1987 | 2010 |
| Integrations | Croesus says its open architecture and APIs support integration with third-party technology, including back offices, order management systems, CRMs, financial planning tools, and account aggregation. | Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds. |
| Performance reporting | Yes | Yes |
| Product | Croesus Advisor is a customizable portfolio management system for wealth management firms. | Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors. |
| Risk analysis | Yes | Yes |
| Security | Croesus describes Advisor as cloud-based and says its processes are SOC 2 certified, with security levels assigned by user type and role. | Masttro says data is encrypted at rest and in transit, hosted in a single-tenant Microsoft Azure environment in Switzerland, and protected by client-held encryption keys; it is ISO/IEC 27001:2022 certified. |
Plans
In their own words
Croesus Advisor
Croesus Advisor has no write-up on Specifiction yet; its figures are above.
Masttro
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and advisors. Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports. Masttro says it connects through more than 700 direct custodian feeds across over 40 countries, without screen scraping or third-party aggregators.
Alternatives AI reads GP portal documents, emails, and uploaded PDFs to automate capital calls, valuation updates, and distributions, and reports TVPI, DPI, RVPI, and XIRR. Masttro Intelligence can answer wealth-related questions, surface exceptions, and help generate reports or data exports within the platform. Mobile apps for iPhone, iPad, and Android provide alerts and access to interactive and published reports. Masttro says data is encrypted at rest and in transit, hosted in a single-tenant Microsoft Azure environment in Switzerland, and protected by client-held encryption keys. Pricing is on request, with a flat annual fee based on client needs, scope, and requirements rather than assets under management.