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Mirador, LLC, the leading provider of bespoke portfolio-performance reporting solutions for high net-worth families & family offices, wealth management firms and endowments & foundations, today announced it has been named to the shortlist for the 2020 Family Wealth Report Award in the Consolidated Reporting category.
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Maintains Transatlantic Trust with EU Privacy Shield
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Three-year-old firm takes coveted award February 12, 2019Darien, Conn. – Financial services firms aren’t expected to win coveted awards in their third year of business, especially when up against an 80-year-old institution with nearly $2 trillion in client assets. But this didn’t stop Mirador, LLC from winning the 2019 award for Best Reporting Solution last
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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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