Asset management reporting sits at the intersection of portfolio data, accounting controls, and stakeholder communication. Asset managers, family offices, RIAs, and fund administrators rely on reporting to answer the same questions every period: what do we own, what is it worth, what changed, and how do we explain it. The work looks simple when it…
Archives for January 17, 2026
Addepar vs Masttro: Side-by-Side Comparison
Addepar and Masttro both aim to solve the “single source of truth” problem for complex wealth, especially for wealth managers and family offices dealing with multi-entity structures, alternatives, and multi-custodian data. The practical differences usually come down to depth of analytics/workflows, how alternatives and ownership are modeled, integration philosophy, security posture, transparency, and pricing predictability….
