6 Masttro Alternatives for the Modern Family Office

The Landscape in Focus: Masttro and the Alternatives Family Offices Consider

Family office technology has evolved significantly since 2020, with greater emphasis on automation, usability, and faster implementation. Today’s single family offices need automation that eliminates manual work, reporting they can customize without tech support, and intuitive software that helps track financial goals, while reducing the need for extensive setup or training.

Masttro is well-suited to organisations managing complex, multi-entity structures. Family offices seeking more out-of-the-box automation or shorter implementation timelines may look to solutions optimised for leaner operational models.

When managing significant assets, family offices benefit most from platforms that are both powerful and approachable; designed so all users, from advisors to family members, can confidently engage with the data.

Modern family offices require platforms that prioritize usability, comprehensive support for alternative asset classes, and genuine automation. hey want services and wealth tech that prioritise security and ease of use, while providing wealth managers and investment professionals with a reliable source of financial data for informed decision-making.

This guide also highlights other platforms and solutions designed to meet the varying needs and implementation preferences of family offices, multi family offices, and financial advisors at financial institutions.

What to Look for in a Masttro Competitor or Alternative

Some features streamline operations, while others add unnecessary complexity. Here’s what you really need to consider when you start looking for an adequate Masttro alternative:

• Automated data aggregation: Your platform should pull information from custodians, banks, and alternative investments without manual fixes or workarounds—whether that’s liquid investments, illiquid investments, or simply passion assets.
• Customizable reporting and dashboards: Look for platforms where you can modify reports, find financial statements, customize dashboards yourself.
• Multi-entity and alternative asset support: The platform should handle private equity, real estate, and complex ownership structures.
• Workflow and deal tracking: Important for managing the operational side of family office investing—from due diligence through ongoing monitoring.
• Ownership visualization: Your software should provide visibility across entities and ownership structures to make estate planning easier.
• Modern, easy-to-learn interfaces: If family members won’t use the platform because it’s confusing or outdated, it’s a waste of an investment.
• Flexible pricing models: Look for fixed-fee or tiered pricing that grows with your needs
• Dedicated onboarding and support for family offices: You want partners who understand your specific challenges instead of generic enterprise customer service teams.

6 Masttro Competitors and Alternatives in 2025

1. Asora (Editor’s Choice)

If you’re looking for comprehensive wealth management, Asora provides an alternative that’s built specifically for modern family offices. The platform focuses on reliable automation designed around real family-office workflows, intuitive interfaces, and quick implementation designed around how family offices really operate. It’s all about giving you the data you need to make better informed decisions.

Features:

• Automated data aggregation across banks and custodians
• Dashboards that provide timely information with customizable family and entity views
• Single source of truth for property, private equity, and collectibles tracking
• Deal pipeline tracking
• Ownership structure management with look-through visibility
• Multi-currency reporting
• Simple UI/UX for better navigation
• Workflow support and secure document management
• Native mobile applications that allow users to access net worth on the go

Pricing: Starting $900/month. Scales with portfolio size, and offers unlimited users and bank account connections.

2. 1fs Wealth

1fs Wealth offers family offices and investment professionals a European-focused alternative, emphasizing comprehensive services in multi-jurisdictional wealth management software and regulatory compliance. The platform is a smart fit for international families and their clients who want advanced reporting and financial planning across complex cross-border structures.

Features:

• Multi-jurisdictional wealth consolidation and reporting
• Alternative investment tracking with international capabilities
• Multi-currency accounting and performance measurement
• Secure document management with European privacy standards

3. Aquilance

Aquilance focuses on streamlining complex operations for financial advisors. It’s designed for family offices that want comprehensive wealth management services without requiring a certification to use it. The platform prioritizes user experience while still delivering the oversight capabilities that serious family offices need to enhance financial planning and decision-making.

Features:

• Streamlined account aggregation and performance tracking
• User-friendly dashboards with customizable reporting options
• Alternative investment management and monitoring tools
• Multi-entity accounting with simplified ownership tracking
• Workflow automation for routine family office tasks
• Personal bookkeeping and bill payment services

4. Aleta

Aleta targets family offices that are eager to delve into portfolio analytics and seek top-level performance measurement tools. If you’re the type of family office that enjoys granular analysis and detailed attribution reporting, the company’s platform delivers institution-grade analytics, saving you valuable time in the process.

Features:

• Advanced investment analytics and performance attribution
• Comprehensive investment portfolio management across asset classes
• Alternative investment tracking with detailed reporting
• Multi-entity structure support and consolidation
• Risk management tools and compliance monitoring

5. Altoo

Altoo specializes in international complexity for wealthy European families managing assets across multiple countries. The Altoo wealth platform handles multi-jurisdictional reporting and European regulatory compliance requirements.

Features:

• European-focused wealth consolidation with international capabilities
• Multi-jurisdictional regulatory compliance and reporting tools
• Advanced portfolio analytics with European market expertise
• Secure document management with European privacy standards
• Multi-currency investment tracking and performance measurement

6. Copia Wealth Studios

Copia Wealth Studios brings artificial intelligence (AI) automation to family office operations. The business focuses on eliminating tedious data entry that often slows teams down, as they are busy manually processing financial statements, investment documents, and capital call notices.

Features:

• AI-powered document processing for investment statements and capital calls
• Multi-custodian investment aggregation with automated reconciliation capabilities
• Private investment workflow automation and comprehensive tracking tools
• Tiered pricing structure with scalable feature sets for different needs
• Secure collaboration tools and customizable reporting dashboards

How to Evaluate Masttro Alternatives for Your Family Office

Family offices have operational needs, such as efficient data aggregation and technology, that traditional investment management software often overlooks. Here are the differences that matter:

• Does the automation actually eliminate manual work, or does it just promise to?
• Can it handle your alternative investments and complex ownership?
• How customizable is the reporting without needing technical support every time you want to make a change?
• What’s the real implementation timeline, and what kind of support do you get once the onboarding period ends?
• Will it integrate with your existing accounting and tax systems, or create more operational silos?
• Will family members actually use it, or will it become another expensive dashboard that sits unused?

Look for platforms that prioritize usability over sheer feature lists. You also need transparent pricing that makes sense for your operation, strong security, and support resources from teams who understand the unique challenges of family offices, wealth owners, and clients migrating client data from legacy systems.

The Right Masttro Alternative for Modern Family Offices

Masttro excels at supporting complex, global structures with deep configurability, and SFO-focused platforms complement the market by offering faster setup and streamlined workflows for leaner teams.

Across the market, family offices increasingly prioritize automation, usability, and partnership-led support. Platforms vary mainly in how they balance configurability with ease of setup—each approach designed to address distinct operational needs across investment management, portfolio management, and financial planning.

Asora is purpose-built for today’s single family offices and ultra-high-net-worth wealth owners. It provides the automation and intuitive design that family members and multi family offices need to better manage their wealth, achieve their financial goals, and maintain a consolidated, timely view of their investment portfolios.

Request a personalized demo and see why forward-thinking family offices choose Asora for their next-generation wealth management needs.

FAQs about Masttro Competitors for Family Offices