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Addepar, a leading technology platform for wealth management, today announced it has entered into a reseller partnership with Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial-reporting for U/HNW clients and their investment portfolios. The new agreement will make Addepar available to firms who see the value in delivering personalization
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New partnership seeks to eliminate manual data entry associated with reporting on alternative investments.
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FamilyWealthReport / Tom Burroughes with Joseph Larizza, Mirador, LLC Managing Partner 29 January 2019 In your view, what technology do you see as causing the largest changes to wealth management and why? Who, what and where is leading on innovation and setting a forward example?Since the early 2000s wealth management technology has been democratized through
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Darien, CT – September 12, 2018 – Mirador, LLC, the leading provider of bespoke portfolio-performance reporting solutions for high net-worth families, family offices, wealth management firms and more, has named to its Board of Advisors a woman who works at the forefront of where wealth-management marketing, next-gen investing, and digital technology intersect. April J. Rudin,
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