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Reporting

A better future is insight.

Offering best-of-breed financial reporting services for U/HNW investment portfolios, we create insightful, consolidated, real-time views of all assets and liabilities strategically constructed to identify opportunities and expose financial risks. Using expert tools, we deliver reports on your terms, providing insights you didn’t know were possible.

Expert Services

We integrate seamlessly to streamline your technology.

Our Expert Services offer everything you need to get the right combination of technologies and service providers. From selection of the right tools, to vendor management, to implementation and integration of the software and services, to IT administrative tasks (such as IT security and business continuity), we make sure you’re prepared to maximize your business potential.

MIDDLE OFFICE SERVICES

Add capabilities without adding overhead.

Our Middle Office Services team acts as an extension of your staff to perform a multitude of tasks such as; account opening; money movement; direct trade execution; private investment management; billing and much more. This not only clears your day, it lets you sleep at night.

ADVISOR-CLIENT PORTAL

The Gateway is the front door to all your wealth management needs.

Advisors and their clients now have access to a portal that delivers curated content, shortcuts to personalized collaboration and communication tools, and a comprehensive view of their wealth all on one easy-to-use dashboard.

Strong client relationships are at the core of what we offer.

With a team of expert support professionals, we’re here to guide you through the process and help you every step of the way – so you can focus on the decisions that really matter to you.

So how can Mirador support me?

We at Mirador are here to help solve many of the challenges you face. Reach out to us using our form and we’ll get the process started!