Mirador’s expert team uses best-in-class technology to aggregate and organize your assets and reconcile the data, allowing you to focus on making smarter financial decisions.
As an integrated extension of your team, our wealth aggregation and custom-tailored financial reporting can identify opportunities and expose financial risks previously hidden, regardless of the type of investment, where they are held, or how they are valued. These processes shed light on all holdings; not just those overseen by a particular advisor, but your entire portfolio of assets and liabilities. This allows us to measure what is really important: the performance of your investments, cash flows, worth, while assessing the opportunities and risks inherent across your entire portfolio.
Managing concentration risk, funding capital calls or controlling expenses is nearly impossible without a clear view of your liquidity and without knowing the inflows and outflows of your total portfolio. Our customized, detail-driven service is rooted in real-time data management and executed by financial data technology experts who provide reporting on every asset in the context of your full financial picture. This means you’ll see everything, so you can manage everything.
Self staffing can be impractical and expensive. Accountants don’t perform this service, nor do bookkeepers. And having your investment managers report performance compromises objectivity, like having athletes self-referee games. Mirador was built to do this work. Unlike large multi-offering firms where reporting is an ancillary service or a consulting service that configures your system and leaves, we’ll be with you every day – making sure the data is right, continually refining your reports to yield new insights, and equipped to answer questions and identify and resolve inconsistencies.
An engagement with Mirador will earn you a data technologist, not “on-call” but embedded. Adept at managing data and capable of spotting inconsistencies, seeing opportunities, and identifying risks buried in financial data, they’ll free you and your staff to focus on managing your clients, not your data. In addition, we can operate as your virtual outsourced middle office or technology organization, to help you offer your customers an edge your competitors can’t.
As a managed service partner to our clients, our business relies on over-delivering every time, so we’ll be with you every step of the way. We are equipped to answer any question and identify and resolve any issue.
Thank you for your interest in Mirador. We look forward to connecting and exploring how we can support your business. Please complete the form to the right and a Mirador representative will contact you within 2 business days.
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