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Wealth Utilities

Masttro

Comprehensive account aggregation and reporting for modern wealth management.

"Masttro is a comprehensive account aggregation and reporting platform designed for wealth management firms. It provides a consolidated view of client assets, liabilities, and investments across various custodians and institutions. RIAs leverage Masttro to streamline data reconciliation, enhance client reporting, and gain deeper insights into portfolio performance."

Launch Product Page
Consensus Grade
B+
82/100 Confidence
Institutional Verified
Market Position
Ranked #430 in Wealth Utilities
Validated Adoption
3 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Multi-custodial account aggregation
Customizable client reporting
Performance analytics
Data visualization tools
Secure data storage

Primary Use Cases

Portfolio performance reporting
Client onboarding and data gathering
Estate planning

Agentic Intelligence Briefing

"Masttro provides wealth management firms with a unified platform for account aggregation and reporting, enabling data-driven client service."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive account aggregation
Supports a wide range of asset classes
Provides a holistic view of client assets

Adoption Hazards

Pricing can be opaque
May require some technical expertise to implement
Data accuracy relies on external sources

Stack Compatibility Profile

How Masttro integrates into institutional RIA stacks.

3 Firms Analyzed
Elements Financial Planning
67%
Stack Correlation
Riskalyze Online
67%
Stack Correlation
ROL
67%
Stack Correlation
Interval
33%
Stack Correlation
Nasdaq
33%
Stack Correlation
Zoom
33%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Albridge
2Yodlee
3eMoney Advisor

Value Proposition

"Gain a complete and unified view of your clients' financial lives with Masttro's robust account aggregation capabilities, enabling more informed and personalized advice."

Audit Your RIA Stack

See how Masttro fits into your overall tech efficiency score.

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