Mirador’s leading processes, augmented by a best-in-class 3rd party technology selected to meet specific client needs delivers superior sales, profitability and compensation reporting for RIAs and wealth management firms.
Partnering with Mirador gives your firm access to a dedicated team of advisor compensation subject matter experts.
Upon learning about the current and desired future state of your business, we work with you to select, implement, and maintain a compensation software that makes your firm more efficient, allowing you to focus on what really matters – your clients.
Acting as an extension of your team, we operate third-party technology to support your needs, from sourcing and uploading data, to system maintenance and the onboarding of new advisors.
With Mirador as stewards of your technology, time and money are saved while maintaining the peace of mind that policies, goals, hurdles, and exceptions are applied correctly, and commissions are correct. And our experts are always available for advisor consultation and issue resolution.
Powerful and intuitive report dashboards allow you to generate insights across all revenue and expense data.
· Track trends and find opportunities
· Track advisor activity and results
· Identify your most profitable relationships, products, business lines and more
Manual compensation processes are labor-intensive and prone to errors. How much time is taken running compensation today and how much more dealing with issues?
· Apply compensation rules, from simple to more complex, in an automated, systematic fashion
· Advisor onboarding and ongoing maintenance is seamless
Move away from spreadsheets and manual processes in your compensation operations. Automation and intelligent rules engines provide you and your advisors with the confidence you need.
· Ensure that everyone is accurately compensated to avoid errors/make-goods and the associated loss of time and money
· Quickly spot trends and assess productivity with daily updated dashboard views and reports
Maintain the compensation program necessary to attract and retain talent in this highly competitive environment.
· Personalize your firm’s compensation structure
· Maintain and track compensation for advisor groups across different regions and office locations
· Motivate advisors without losing sleep over complex payouts
· Maintain advisor trust through transparency; provide them with the capability to review their activity and results at any time on any device
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.
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