FNZ Portfolio Manager vs Masttro
FNZ Portfolio Manager
fnz.com
Masttro
masttro.comSide by side
| Figure | FNZ Portfolio Manager | Masttro |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 0 | 1 |
| Spec score · Wealth Management | 7.3 (#11) | 7.5 (#9) |
| Spec score · Portfolio Management Software | 6.9 (#76) | 7.5 (#61) |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Integrations | FNZ describes its broader wealth platform as cloud-native and API-enabled, with integration to third-party systems; the Portfolio Manager page does not name specific integrations. | Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds. |
| Portfolio management | It provides tools to create, monitor, and rebalance tailored client portfolios based on investor profiles. | Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports. |
Plans
In their own words
FNZ Portfolio Manager
FNZ Portfolio Manager 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.