Masttro vs WealthSpectrum
Masttro
masttro.comWealthSpectrum
wealthspectrum.comSide by side
| Figure | Masttro | WealthSpectrum |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Wealth Management | 7.5 (#9) | 7.0 (#13) |
| Spec score · Family Office Software | 7.3 (#16) | 7.1 (#22) |
| Spec score · Portfolio Management Software | 7.5 (#61) | 7.8 (#40) |
| Integrations | Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds. | The maker lists integrations for CRM, account onboarding, EMS, and WhatsApp reporting through APIs. |
| Performance reporting | Yes | Yes |
| Portfolio management | Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports. | The platform supports client profiling, portfolio rebalancing, trade order management, monitoring, fees and billing, performance measurement, reporting, and analytics. |
| Privacy | Masttro says its employees cannot see underlying client data and that it does not use client investment data for benchmarking, marketing, or AI training. | The privacy policy says usage information may be collected and that the company does not share it with third parties except when legally required. |
| Product | 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. | WealthSpectrum is an integrated wealth management platform covering front, middle, and back office operations. |
| Security | 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. | The maker states that WealthSpectrum is SOC 2 Type II compliant and lists three-tier architecture, SSO, MFA, and IP whitelisting. |
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.
WealthSpectrum
WealthSpectrum is an integrated wealth management platform for front-, middle-, and back-office operations. It supports portfolio accounting across equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, and alternative assets, including private equity, real estate, and hedge funds. Portfolio tools cover client profiling, rebalancing, trade orders, monitoring, fees and billing, performance measurement, reporting, and analytics. It calculates time-weighted and money-weighted returns and supports market, custom, and blended benchmarks. Trading workflows include pooled orders, pre-trade compliance checks, and post-trade allocations. Investor and client reports can include investment summaries, performance reports, and tax statements. The Client and RM Portal provides portfolio views, charts, transaction histories, and exportable reports, along with AI-generated meeting notes and action items based on portfolio reviews and market views. Integrations and data connections include brokers, custodians, mutual fund platforms, data feeds, and APIs for CRM, onboarding, EMS, and WhatsApp reporting. Deployment options include on-premise, private cloud, and managed cloud. Pricing is on request.