Today’s wealth managers and family offices manage complex portfolios that often include scores of alternative investments such as hedge funds, private equity, venture capital, and “hard-assets” such as real estate and collectibles. As a result, these firms are inundated with thousands of documents annually, containing 200,000 or more transactions, valuation, and performance data points.
Mirador will be added as an interested third party, securely receive and store the data, manually enter the data, and reconcile the positions, transactions, and performance, allowing firms to refocus capital and human resources on business performance and growth.