Masttro vs SEI Wealth Platform
Masttro
masttro.comSEI Wealth Platform
seic.comSide by side
| Figure | Masttro | SEI Wealth Platform |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Wealth Management | 7.5 (#9) | 7.5 (#10) |
| Spec score · Portfolio Management Software | 7.5 (#61) | 7.6 (#54) |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Integrations | Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds. | SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. |
| Performance reporting | Yes | Yes |
| Portfolio management | Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports. | Investment management capabilities include advanced modeling, automated strategy deployment, and support for open architecture. |
| Who it serves | Masttro serves single- and multi-family offices, private banks, RIAs, professional service firms, and UHNW families, with the FAQ describing a typical fit as families with $50 million net worth and above. | SEI says the platform powers private banks and wealth management firms globally. |
Plans
In their own words
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.
SEI Wealth Platform
SEI Wealth Platform has no write-up on Specifiction yet; its figures are above.