Working behind the scenes, we provide middle office services that leverage our operations and technology expertise.
Gone are the days of staffing up an internal team to remain ready to handle middle office tasks. We bring a modern approach – leveraging our expertise and technology to provide you with a more efficient execution. Further, whether it’s one-off client onboarding, or ongoing billing or monthly statement management, we can structure our partnership to fit your unique needs.
Our company was founded on the idea of bringing clarity to the details through our best-in-class financial reporting services. Every service extension we’ve built since is centered on getting the details right every time. We thrive on executing the details with excellence (and don’t mind the dirty work either).
Another core tenant of how Mirador brings value to clients is by leveraging the very best technology available to create efficiencies. And the same goes for our middle office service offering.
Time consuming, but important to get right, we process all new client documentation, including the coordination of account set-up at the custodian.
Your Mirador team will keep client information up to date and proactively monitor custodians and internal systems for exceptions to act upon in a timely and efficient manner.
In addition to staging and reviewing wire transfers, we oversee cash management and trade processing.
We oversee and execute the entire client reporting process.
Through a thorough background consultation process, coupled with our team’s decades of experience working with private investments, we complete all Reg-D subscription documents, such as; investor profile questionnaires, accreditation status and all other relevant information.
To alleviate the burden of managing multiple inbound capital calls and distributions, we will capture all notices and receive all distributions. Where there are multiple participants, we will manage the prorata contributions or distributions and produce regular detailed reports for all participants.
One of the most important client interactions you have on a regular basis is billing, and it must be accurate. In addition to managing the fee calculation and invoicing process, we execute client account deductions.
We oversee document distribution and collection related to client activity as needed. In addition, we collect and manage monthly statements on your behalf.
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.
And be assured, your information is stored in a secured vault and will always remain private.
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