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Mirador, LLC, the leading provider of bespoke portfolio-performance reporting solutions for high net-worth families & family offices, wealth management firms and endowments & foundations, today announced it has been named to the shortlist for the 2020 Family Wealth Report Award in the Consolidated Reporting category.
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Maintains Transatlantic Trust with EU Privacy Shield
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Three-year-old firm takes coveted award February 12, 2019Darien, Conn. – Financial services firms aren’t expected to win coveted awards in their third year of business, especially when up against an 80-year-old institution with nearly $2 trillion in client assets. But this didn’t stop Mirador, LLC from winning the 2019 award for Best Reporting Solution last
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Addepar, a leading technology platform for wealth management, today announced it has entered into a reseller partnership with Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial-reporting for U/HNW clients and their investment portfolios. The new agreement will make Addepar available to firms who see the value in delivering personalization
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FamilyWealthReport / Tom Burroughes with Joseph Larizza, Mirador, LLC Managing Partner 29 January 2019 In your view, what technology do you see as causing the largest changes to wealth management and why? Who, what and where is leading on innovation and setting a forward example?Since the early 2000s wealth management technology has been democratized through
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