Strategy & Architecture
Independent wealth managers now have access to superior tools, capabilities, and infrastructure previously limited to very large institutions. Technology consulting from Mirador will help you select the right combination of technologies and service providers based on your needs. We’ll show you how to integrate these technologies and deploy them, as well.
‘15 Technology Decisions’
Based upon our ‘15 Technology Decisions’ Rubric, Mirador will educate, map, and illustrate your overall strategy and differentiators to your technology needs. Mirador works with both new firms starting from a technology greenfield and existing enterprises in need of a tech refresh.
Once the inventory of technologies has been chosen, the architecture will be developed – identifying ‘golden sources’ of the data, key data flows, and required infrastructure.
Whether as an extension of the ‘15 Technology Decisions’ project or a selection of a single key new piece of technology, Mirador will leverage its industry expertise to rapidly narrow the selection to a handful of viable alternatives. We’ll then use a requirements-based evaluation of the short-listed alternatives to select the best solution. Finally, based on past evaluations, Mirador will negotiate the best price and terms.
Implementations and Integrations
Mirador can take all of the strategy and selection work and carry that through technology delivery. We will project manage the implementation and manage the resources required to deliver the project – both vendor-related and third party. Implementations extend beyond simply installing and configuring the technology – including integrations with other tools, deployment, and training.