Betterment Advisor Solutions vs. Masttro

Betterment Advisor Solutions is a tech-enabled custodian built for independent RIAs, helping advisors serve more clients, more efficiently, across investing, retirement, and cash. Our automated technology–tax-efficient portfolio management, streamlined back-office operations, and highly-rated user experience–paired with dedicated support–allow you to focus on what most: delivering great advice. Upgrade your experience today and visit: https://www.betterment.com/advisors. On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $50 gift cards).

Masttro is a wealth technology platform for family offices, private banks, RIAs, and professional service firms. It consolidates every asset class, including traditional investments, private equity, real estate, operating businesses, and collectibles, into one accurate view of total net worth. What makes Masttro different: • Direct data feeds from 700+ custodians and financial institutions. No screen-scraping, no third-party intermediaries in the data path. • Alternatives AI automatically processes closed-end private investments, including capital calls, distributions, K1s and valuations.