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Consolidated Financial Reporting

Our consultants aren’t just technologists; we also bring experience managing systems for wealth managers of all types, as well as wealthy families and family offices. Beyond the bits and bytes, we work with your organization to create and maintain solutions that accentuate your differentiators, create operational efficiencies and improve quality.

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  • Proprietary attributes and formulas
  • Customized reporting for each client
  • Ownership and reverse ownership reporting
  • Dedicated client teams
  • Metrics packs

Alts Data Management

With most alts data delivered “offline,” Mirador has developed tools and processes that allow the firm to easily input and report on alternative investment data, reducing time between valuation updates to clients.

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  • Alts data vs. liquid account data feeds
  • Our proprietary data extraction technology
  • The truth about ensuring data accuracy
  • Our alts data management workflow
  • The Mirador alts tracker

K-1 Document Management

As part of Mirador’s seamless Alts Data Management services, we combine people, process, and technology to handle all aspects of K-1 document management for our clients, saving them an enormous amount of time.

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  • Benefits of tech-enabled service
  • Our K-1 document management workflow
  • Secure document storage
  • Tax document delivery options

Private Investment Desk

We provide veteran staff who possess the specialized skill set required to manage the tasks unique to private investing. Dedicated Mirador teams become an extension of client staff, available at any time, reducing the need to hire in-house support staff while shifting expenses to align with firm growth.

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  • Private investment closings
  • Subscription document pre-filing
  • Capital call management
  • Investor relationships with funds
  • Fund and tax document management

Compensation Management

As experts in commission management, we are the go-to partner for sales, profitability, and compensation reporting systems. With customizable rules engines layered with Mirador’s exceptional service, time and money are saved, delivering peace of mind that commission calculations are accurate.

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  • Hurdles, tiered payouts, and recurring expenses
  • Calculating daily payouts
  • Customizable dashboards and reports
  • Reducing operational risk
  • Personalized compensation structures

Expert Solutions

We counsel clients on their specific technology needs before designing, sourcing, and implementing a custom solution. Unlike many providers who leave, we will stay and act as oCTO if desired (operating and maintaining the system) allowing advisors to focus on value creation.

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  • Streamlining workflows
  • Mirador’s ‘Key Technology Decisions’ rubric
  • System implementations and integrations
  • Mitigating operational risk, time, and cost
  • IT security

Institutional Clients Group

Mirador has a dedicated team whose sole focus is providing strategic counsel and execution services to the U.S. RIA marketplace. Whether an established RIA looking for revenue growth or a breakaway team seeking launch services, ICG provides important support to RIAs of all sizes.

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  • RIA launch design and support
  • Technology and tools
  • Growth strategies
  • Succession planning
  • M&A support

Advisor-Client Portal

Our award-winning Gateway portal allows advisors and clients to connect securely to share timely information and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secure client experience.

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  • Personalization features
  • Newsfeeds, blogs, and social posting
  • Real-time communication tools
  • Integration with existing tools
  • Security safeguards

We are built to do this work.

Founded and operated by financial and technology industry veterans, Mirador has deep insights into the needs of those with significant wealth and those who serve them – and how to leverage technology to solve those needs efficiently. As such, we are directly aligned with our clients’ best interests.

As a managed service provider, our business relies on over-delivering for every client, so we’ll be with you every step of the way. We are equipped to answer any question and identify and resolve any issue.