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Reporting

A better future is insight.

Offering best-of-breed financial reporting services for U/HNW investment portfolios, we create insightful, consolidated, real-time views of all assets and liabilities strategically constructed to identify opportunities and expose financial risks. Using expert tools, we deliver reports on your terms, providing insights you didn’t know were possible.

Expert Solutions

We integrate seamlessly to streamline your technology.

Our Expert Solutions offer everything you need to get the right combination of technologies and service providers. From selection of the right tools, to vendor management, to implementation and integration of the software and services, to IT administrative tasks (such as IT security and business continuity), we make sure you’re prepared to maximize your business potential.

PRIVATE INVESTMENT DESK

Add capabilities without adding overhead.

Our Private Investment Desk acts as an extension of your staff to perform a multitude of tasks such as: private investment documentation and closings, capital call management, fund interface activities, tax document management and much more. This not only clears your day, it lets you sleep at night.

ADVISOR-CLIENT PORTAL

Gateway is the front door to all your wealth management needs.

Advisors and their clients now have access to a portal that delivers curated content, shortcuts to personalized collaboration and communication tools, and a comprehensive view of their wealth all on one easy-to-use dashboard.

Strong client relationships are at the core of what we offer.

With a team of expert support professionals, we’re here to guide you through the process and help you every step of the way – so you can focus on the decisions that really matter to you.

We are built to do this work.

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.

Let’s start a discussion

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.
And be assured, your information is stored in a secured vault and will always remain private.