--- title: "Masttro Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Masttro Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/213955/Masttro/" page_type: "product" language: "en" --- # Masttro Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Masttro ## What is Masttro? Masttro is a wealth tech platform that enables a 100% view of wealth. The platform provides a single source of accurate, full-picture data to give wealth owners ultimate control, transparency and peace of mind to make informed, data-driven financial decisions in near real-time. Masttro offers a total wealth overview covering all illiquid and liquid investments to liabilities and passion assets. It comes with a comprehensive suite of features including data aggregation, analysis and reporting. ## What is Masttro used for? [Financial Management](https://www.capterra.com/financial-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial Services](https://www.capterra.com/financial-services-software/) Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Masttro?[Manage this product listing](https://www.g2.com/products/masttro/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Masttro 5.0 (1) VS. [### Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting Price Contact vendor Starting Price $3500 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 5.0 (3) Value For Money 5.0 (1) Value For Money 5.0 (3) Customer Service 5.0 (1) Customer Service 5.0 (3) ## Masttro alternatives [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (106)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/174384/Plaid/) [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/67068/Dynamo/) [Vestwell](https://www.capterra.com/p/189123/Vestwell/) [4.4 (76)](https://www.capterra.com/p/189123/Vestwell/reviews/) Starting price $100.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189123/Vestwell/) [Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/) [4.8 (6)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/166075/Financial-CRM/) ## FAQs about Masttro Overview ### What company size and specific industries is Masttro built for? Masttro is designed for single-family offices, multi-family offices, wealth advisors, investment advisors, financial institutions, professional services firms, and RIAs. It is best suited to organizations in wealth management and financial services rather than small business use. Features and Usability ### What are the key features of Masttro? Masttro offers portfolio management, financial management, document management, and activity dashboard tools, plus dashboard reporting and API access. These features support tracking assets, organizing records, reviewing financial data, and connecting Masttro with other systems for data exchange and workflow integration. Getting Started and Support ### What training and onboarding options does Masttro offer? Masttro provides in person training, live online sessions, webinars, documentation, and videos. In person and live online options support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide recorded walkthroughs for self-paced review. Getting Started and Support ### What customer support options does Masttro offer? Masttro offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback on support quality is available, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 5,408 Hedge Fund reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating financial reporting software: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) Masttro is positioned around other financial management capabilities within the financial reporting category. Its feature set is geared toward delivering visibility into financial information and related workflows, providing teams with a centralized way to review and manage reporting data. This type of coverage can help businesses keep financial information organized, support internal oversight, and make day-to-day reporting tasks easier to manage. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Document Management Store, manage, and track all electronic documents in a centralized location Financial Management Plan, manage, and track the financial activities of an individual or organization Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Masttro 6 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) ### Starting price Free trial not available Value for money 5.0 (1) 5.0 Based on 1 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DR Danielle R. Managing Director Financial Services ### "Masttro - Strong solution for Family Offices" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 10, 2023 Positive Pros Masttro is a comprehensive, all in one solution for managing investments across brokerage accounts, alternatives and estate assets (cars, watches etc.) Their document vault helps organize a variety of estate planning, investment planning and accounting correspondence in once centralized location. Masttro combines a strong documentation platform with their reporting and analytics package, creating an all in one solution that helps family offices stay coordinated across their many different counterparties. Cons Bulk uploading features are still a work in progress and can sometimes take time. Reasons for choosing Masttro Masttro has direct data feeds to custodians, strong reporting and a very thoughtfully built document vault. 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