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Mirador is the CTO you’ve always wanted, helping you choose, implement and integrate the technologies that meet your unique needs.

Professional expertise with a comprehensive full service offering.

Our consultants aren’t just technologists; we also bring experience managing systems for wealth managers of all types, as well as wealthy families and family offices. Beyond the bits and bytes, we work with your organization to create and maintain solutions that accentuate your differentiators, create operational efficiences and improve quality. We tackle all aspects of IT; from systems design, implementation and integration, to other IT disciplines such as vendor management, IT security and business continuity, and budget management and department adminstration.

How we can work together.

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. And we can show you how to integrate and deploy them as well.

 

‘Key Technology Decisions’

Based upon our ‘Key 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.

 

Selection

Whether as an extension of the ‘Key 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.

We become your CTO.

Mirador’s senior IT executives can assume the role of Chief Technology Officer within your organization. Beyond technology selections, implementations, and integrations, the oCTO can provide comprehensive management of the technology function with a family office or regulated entity such as an RIA, broker/dealer, or chartered bank.

The scope can vary, but can include:

  • Participation in the firm’s senior leadership
  • Vision, strategy, and architecture
  • Program and project management
  • Technology needs budgeting
  • Accounts Payable system assistance
  • Fixed asset tracking system selection and management
  • Vendor management
  • Release management and support

IT Risk

  • Cybersecurity
  • IT Security and Disaster Recovery
  • Business Continuity Planning and Development
  • IT Compliance Oversight

How we can work together.

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. And we can show you how to integrate and deploy them as well.

 

‘Key Technology Decisions’

Based upon our ‘Key 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.

 

Selection

Whether as an extension of the ‘Key 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.

We become your CTO.

Mirador’s senior IT executives can assume the role of Chief Technology Officer within your organization. Beyond technology selections, implementations, and integrations, the oCTO can provide comprehensive management of the technology function with a family office or regulated entity such as an RIA, broker/dealer, or chartered bank.

The scope can vary, but can include:

  • Participation in the firm’s senior leadership
  • Vision, strategy, and architecture
  • Program and project management
  • Technology needs budgeting
  • Accounts Payable system assistance
  • Fixed asset tracking system selection and management
  • Vendor management
  • Release management and support

IT Risk

  • Cybersecurity
  • IT Security and Disaster Recovery
  • Business Continuity Planning and Development
  • IT Compliance Oversight

We are built to do this work.

Founded and operated by financial and technology industry veterans, Mirador has deep insights into the needs of those with significant wealth and those who serve them – and how to leverage technology to solve those needs efficiently. As such, we are directly aligned with our clients’ best interests.

As a managed service provider, our business relies on over-delivering for every client, so we’ll be with you every step of the way. We are equipped to answer any question and identify and resolve any issue.