Family Office Technology Hub Tech-NEW-logy: Dave Petersen interviews Masttro & Aquilance
Feb 2, 2026
John Carey, CEO of Aquilance — a 39-year financial administration and bill-pay firm modernizing its platform. He talks about Aquilance’s recent growth equity, operational transformation, security priorities, and using AI to improve internal efficiency and data workflows. Conversations cover client fit, integrations, onboarding timelines, and what they plan to deliver in 2026.
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Episode notes
Complexity Trumps AUM For Masttro Clients
- Masttro's ideal clients are complex, multi-asset, multi-jurisdiction, multi-generation families and institutions with passion assets like art and yachts.
- Complexity, not simple AUM thresholds, drives their value proposition and pricing.
Price By Complexity And Offer Fixed Subscription Models
- Aquilance targets clients from $50M to multi-billions and sells subscription pricing tied to complexity and scope, not AUM or hourly billing.
- Offer fixed monthly fees with scope reviews and enterprise licensing options for banks or RIAs.
Avoid AUM Fees Use Complexity Based Licensing
- Price reporting and platform services based on estate complexity, asset types and user access rather than AUM basis points.
- Tailor licensing options: per-family, per-license, or enterprise bundles for private banks and RIAs.