Pershing Financial Services vs. Masttro

NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

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.