Advantage Portfolio Hub vs. Masttro

The Masttro alternative for single-family offices and alt-heavy investors

Masttro is enterprise family-office software: a custom contract commonly in the $50K-$150K+ a year range, oriented to $25M+ offices, and sold through a sales call with no self-serve trial. If your book is smaller and you just want alternatives and entities handled properly, Advantage Portfolio Hub does the core job today, without the enterprise commitment.

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Free trial, no card, no sales call. First entity and holdings loaded in about 20 minutes.

The short version

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Try it today, no sales callMasttro is contact-sales only, with no free trial.

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Transparent, self-serve pricingNot a custom $50K-$150K+ enterprise contract.

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No AUM minimumMasttro is oriented to $25M+ offices.

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Alternatives are standardManual marks and PDF statement import, built in.

If you are comparing Masttro, you want a serious tool for a real portfolio of private funds, real estate, and entities, but not necessarily an enterprise platform, an enterprise price, or a sales cycle to get started.

Why people look for a Masttro alternative

Masttro is strong. It is also an enterprise commitment.

Masttro is a well-regarded, privacy-first family-office platform. Its pricing is custom, commonly in the $50,000 to $150,000+ a year range as a flat fee, and it is oriented to single-family offices with roughly $25M or more. There is no self-serve trial, so evaluating it starts with a sales call and an onboarding process.

For a large office that wants Swiss-grade data privacy, hundreds of direct custodian feeds, and document AI, that is a reasonable trade. For a smaller alternatives-heavy book, it is more platform, more cost, and more process than the job requires.

The job most of these owners actually need done is narrower: track every holding including private funds and real estate, roll it up by entity, and produce a clean quarterly report. That is exactly what Advantage Portfolio Hub is built to do, and you can start this afternoon.

Side by side

Advantage Portfolio Hub vs. Masttro

	Advantage Portfolio Hub	Masttro
Built for	Single-family offices, alt-heavy individuals, sub-institutional books	Privacy-first single-family offices (typically $25M+)
Pricing model	Transparent, self-serve plans. Free trial, no card	Custom flat fee, commonly $50K-$150K+ per year
Free trial	Yes, no card	No. Contact sales for a demo
Minimum AUM	None	Oriented to $25M+
Time to first report	About 20 minutes, self-serve	Guided onboarding after a sales process
Private funds & illiquid assets	Standard. Manual marks plus PDF statement import	Supported, enterprise-grade
Entities (trusts, LLCs, IRAs)	Entity-level and consolidated views built in	Supported, enterprise-grade
Statement handling	Import valuations straight from PDF statements	Direct custodian feeds plus document AI
Client-ready reports	One-click PDF	Highly customizable enterprise reporting
Built by	A practicing family office operator	An enterprise wealth-tech firm
Contract	Month-to-month, cancel anytime	Annual enterprise contract

Where Masttro is the better call

We are not trying to be Masttro.

If you need Swiss-grade data privacy and client-controlled encryption, hundreds of direct custodian feeds, document AI for capital calls and K-1s, or succession and legacy tooling for a large multi-generational office, Masttro is built for exactly that, and it is very good at it.

Advantage Portfolio Hub is for the book Masttro prices out or over-serves: sub-institutional, alternatives-heavy, run by a small team that wants a clean quarterly report without an enterprise contract or a sales cycle. If that is you, the rest of this page is for you.

What you get

One hub for every holding, public and private

Alternatives done properly

Hedge funds, private credit, PE, and real estate with manual marks. Import valuations straight off the PDF statements you already receive.

Entity-level and consolidated

See each trust, LLC, and IRA on its own, then roll the whole structure up into one consolidated view. No spreadsheet that breaks every quarter.

A client-ready report in one click

Produce a clean, professional PDF for a principal, a partner, or an LP in a single click, on demand, not at quarter-end fire drills.

Questions

Common questions when comparing Masttro

Is Advantage Portfolio Hub cheaper than Masttro?

Materially. Masttro is a custom flat contract commonly in the $50K-$150K+ a year range. Advantage Portfolio Hub is transparent, self-serve, with a free trial and no AUM minimum. You can start without a sales call.

Can I try it without talking to sales?

Yes. Start a free trial, load one entity and its holdings in about 20 minutes, and generate a real report. Masttro is contact-sales only, so this is the fastest way to see whether the tool fits before committing anything.

Does it handle private funds and hard-to-value assets?

Yes. Manual marks on illiquid positions and PDF statement import are core features, not add-ons. This is the exact problem the product was built to solve.

Is there a minimum account size?

No AUM minimum. If you hold a handful of private funds across a couple of entities, you are already a fit.

What if I need enterprise privacy or hundreds of live feeds?

If Swiss-grade data residency, client-controlled encryption, or hundreds of direct custodian feeds are hard requirements, Masttro or a peer is the right call. We would rather tell you that than sell you the wrong tool.

See your own portfolio in it

Load one entity and its holdings, and generate a client-ready report. About 20 minutes, no card, no sales call.

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Built and used daily by a practicing family office operator.