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Capabilities

Middle Office
Services

Working behind the scenes, we provide middle office services that leverage our operations and technology expertise.

The new world of middle office support.

Gone are the days of staffing up an internal team to remain ready to handle middle office tasks. We bring a modern approach – leveraging our expertise and technology to provide you with a more efficient execution. Further, whether it’s one-off client onboarding, or ongoing billing or monthly statement management, we can structure our partnership to fit your unique needs.

Why Mirador is the best fit for you.

Our company was founded on the idea of bringing clarity to the details through our best-in-class financial reporting services. Every service extension we’ve built since is centered on getting the details right every time. We thrive on executing the details with excellence (and don’t mind the dirty work either).

Another core tenant of how Mirador brings value to clients is by leveraging the very best technology available to create efficiencies. And the same goes for our middle office service offering.

Services We Provide

Our team becomes your middle office partner.

Time consuming, but important to get right, we process all new client documentation, including the coordination of account set-up at the custodian.

Your Mirador team will keep client information up to date and proactively monitor custodians and internal systems for exceptions to act upon in a timely and efficient manner.

In addition to staging and reviewing wire transfers, we oversee cash management and trade processing.

We oversee and execute the entire client reporting process.

Through a thorough background consultation process, coupled with our team’s decades of experience working with private investments, we complete all Reg-D subscription documents, such as; investor profile questionnaires, accreditation status and all other relevant information.

To alleviate the burden of managing multiple inbound capital calls and distributions, we will capture all notices and receive all distributions. Where there are multiple participants, we will manage the prorata contributions or distributions and produce regular detailed reports for all participants.

One of the most important client interactions you have on a regular basis is billing, and it must be accurate. In addition to managing the fee calculation and invoicing process, we execute client account deductions.

We oversee document distribution and collection related to client activity as needed. In addition, we collect and manage monthly statements on your behalf.

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.