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Mirador is the CTO you’ve always wanted, helping you choose and integrate the software and technology that fits your unique needs.

Professional expertise with a comprehensive full service offering.

We bring a thorough knowledge of financial instruments, experience managing systems for wealthy families and organizations, and our ability to visualize and analyze big data – all to uncover insights you could never find on your own; to identify opportunities and expose financial risks, with minimal input from you. Which means that instead of wrestling with mountains of data, you will finally be able to focus on using this information to make better investment decisions.

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. 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.

 

Selection

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.

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
  • BCP – Business Continuity
  • 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. 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.

 

Selection

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.

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
  • BCP – Business Continuity
  • Business Continuity Planning and Development
  • IT Compliance Oversight

We are built to do this work.

Unlike large multi-offering firms where reporting is an ancillary or a consulting service that configures your system and leaves, we’ll be with you every step of the way – making sure the data is right while continually refining your reports to yield new insights. We are equipped to answer any and all questions to identify and resolve inconsistencies.

Mirador offers best-of-breed financial reporting services for U/HNW investment portfolios. We create insightful, consolidated, real-time views of all assets and liabilities – what they are, who holds them, how ownership is divided, how they’re invested, and how they’re performing – strategically constructed to identify opportunities and expose financial risks.