Top 9 Masttro Alternatives 2026
Effortless wealth management powered by AI.
Trusted by 2M+ software buyers annually.
Main Features
- Client Portal
- Investor Management
- Onboarding
- Portfolio Management
Pricing
Masttro offers custom pricing plan
Masttro is a Investment Portfolio Management Software platform. Teams looking for alternatives typically need better pricing flexibility, easier deployment, or a closer feature fit for their specific use case. Below you'll find 9 vetted Investment Portfolio Management Software alternatives ranked by user rating, with filters to narrow by pricing, platform, and features — so you can find the right fit for 2026.
Masttro vs Top Alternatives at a Glance
Side-by-side comparison of pricing, user rating, and free trial availability to help you decide faster.
| Tool | Best For | Pricing | Rating | Free Option |
|---|---|---|---|---|
| Masttro Current | Investment Portfolio Management Software | Custom pricing | No reviews | ✗ No |
 Personal Capital | Investment Portfolio Management Software | Custom pricing | 4.3 ★ | ✗ No |
 Addepar | Investment Portfolio Management Software | Custom pricing | 4.1 ★ | ✗ No |
 Qualified | Conversational Marketing Software | Custom pricing | 4.8 ★ | ✗ No |
 Workvivo | Experience Management Software | Custom pricing | 4.9 ★ | ✗ No |
 AccessPay Platform | Cash Flow Management Software | Custom pricing | 4.3 ★ | ✗ No |
Showing 1-9 out of 9
List of the Top Masttro alternatives as of September 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
Personal Capital
Streamline your investments and reach financial goals.
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What is Personal Capital?
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Investment Monitoring
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Financial Management
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Online Banking Integration
+ 1 more
Pricing
Personal Capital offers custom pricing plan
Addepar
Maximize Everything, Simplify Analysis.
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What is Addepar?
Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are more productive with self-service access to more data, functionality, and ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Performance Analysis
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Reporting
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Self Service Portal
+ 1 more
Pricing
Addepar offers custom pricing plan
Spotsaas Buyer Intelligence
Own the software buyers are comparing here? See who's weighing you against rivals — and who's comparing your competitors while you're not in the running.
Qualified
Boost your website's conversion with Qualified.
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What is Qualified?
Qualified is an AI-powered conversational marketing platform designed to help modern B2B marketing and sales teams convert website traffic into qualified pipeline. Its flagship feature, Piper the AI SDR Agent, automates the entire inbound sales process—engaging visitors in real-time, surfacing ...
Read moreCommon Features
No common features
Unique Features
-
Pop-ups
-
Alerts
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Co-Browsing
+ 12 more
Pricing
Qualified offers custom pricing plan
Workvivo
Connecting teams, strengthening relationships.
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What is Workvivo?
Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
Read moreCommon Features
No common features
Unique Features
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Calendar Management
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Employee Database
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Access Control
+ 7 more
Pricing
Workvivo offers custom pricing plan
AccessPay Platform
Empower your cash flow with actionable insights.
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What is AccessPay Platform?
AccessPay Platform is the perfect solution for taking full control of cash. Utilizing real-time analytics, daily reporting, and liquidity forecasting, you can gain insights into your entire cash portfolio. Automated treasury management and payment tools provide unmatched visibility and enable ...
Read moreCommon Features
No common features
Unique Features
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Approval Workflow
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Cash Management
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Reporting
Pricing
AccessPay Platform offers custom pricing plan
Assetmax
Streamline your wealth with Assetmax.
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What is Assetmax?
Assetmax is a wealth management platform built for independent asset managers, banks, and family offices. It covers multi-custody portfolio management, invoicing, CRM, and reporting, and has been in use since 2016. The platform connects multiple custodian solutions and offers real-time ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Reporting
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Investment Monitoring
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Seamless Integration
+ 1 more
Pricing
Assetmax offers custom pricing plan
WealthEngine
Elevate your growth with predictive lead scoring.
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What is WealthEngine?
WealthEngine is a revolutionary software platform designed to help enterprises in retail, real estate, hospitality, art & culture, higher education, healthcare, and financial services enhance their growth. With targeted campaigns that deliver measurable returns, the platform is tailored to ...
Read moreCommon Features
No common features
Unique Features
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Data Analysis
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Prospecting Tools
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Search
+ 2 more
Pricing
WealthEngine offers custom pricing plan
IFTTT
Connect everything, automate anything with IFTTT.
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What is IFTTT?
IFTTT, also known as If This Then That, is a powerful software solution that enables smooth integration and coordination between various devices and applications in your business. Say goodbye to compatibility issues and data sharing limitations - with IFTTT, you can effortlessly connect all the ...
Read moreCommon Features
No common features
Unique Features
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Data Integration
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Social Sharing
Pricing
Starts from $3/Month, also offers free forever plan
Shootih
Streamline your investments with Shootih.
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What is Shootih?
Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Investment Monitoring
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Online Banking Integration
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Dashboard
+ 1 more
Pricing
Shootih offers custom pricing plan
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
