Geneva vs. Masttro

Firms that want to stay current and competitive in this dynamic market need a portfolio management solution that supports multiple asset classes, multi-currency portfolios, complex global fund structures and increasing transaction volumes. Built to natively provide real-time portfolio and general ledger accounting, Geneva seamlessly supports new lines of business and removes operational barriers. Using Geneva as your core portfolio management platform eliminates the need for separate systems or spreadsheet workarounds when managing and accounting for different types of instruments.

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.