Masttro vs RightCapital

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.

RightCapital is financial planning software for financial advisors, with tools for retirement projections, tax planning, and client communication. Advisors can compare retirement scenarios using Monte Carlo simulations and stress tests, and analyze tax-return data to model Roth conversions, equity allocation, and tax-efficient withdrawals. Snapshot creates personalized plan summaries for sharing as a PDF or through the secure client portal. Clients can use the portal and mobile app to view net worth, track budgets, edit transactions, and upload documents to the Vault. The software supports cash-flow, goal, insurance, investment, and scenario planning, and integrates with custodians, CRMs, portfolio analytics providers, and other software. Listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. RightCapital says personal information and uploaded documents are encrypted at rest with AES-256 and transmissions use HTTPS; account access is read-only, and banking credentials are managed by Envestnet | Yodlee. Plans start at $149.95 per advisor per month, billed annually, with a first-year annual commitment. A 14-day free trial is offered; there is no free plan.