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Who We Serve

Wealth
Managers

Mirador specializes in helping wealth managers design, select, integrate and operate key client systems. By operating as your virtual outsourced middle office or technology organization, we can help you offer your customers an edge your competitors can’t.

To deepen client relationships, illuminate everything.

Mirador enables you to bring your clients’ whole portfolio into view, not just your mandate.

From other manager’s portfolios, individual trading accounts, bank accounts, direct investments – such as private-equity and hedge fund stakes, real-estate, collectibles – to liabilities, we can consolidate a real-time view of all your clients U/HNW assets.

This complete view of all your clients U/HNW assets is the value of wealth aggregation and financial reporting enabling you to identify opportunities and expose financial risks previously obscured.

Mirador takes
financial reporting
above and beyond.

This is where
end-to-end portfolio
key client system
integration begins.

Mirador experts
embedded in
your team.

This is why 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 COO or CTO, to help you offer your customers an edge your competitors can’t.

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.