fi360 Toolkit vs. Masttro

The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

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.