Mirador specializes in helping wealth managers design, select, integrate and operate key client systems. By operating as your virtual outsourced middle office or technology organization, we can help you offer your customers an edge your competitors can’t.
Mirador enables you to bring your clients’ entire portfolio into view, not just your mandate.
From other managers’ portfolios, individual trading accounts, bank accounts, and direct investments – such as private-equity and hedge fund stakes, real-estate and collectibles – to liabilities, we can consolidate a real-time view of all your clients’ U/HNW assets.
This complete view enables you to identify opportunities and expose financial risks previously obscured.
We build intelligent reports based on your team’s signature approach by customizing it to your firm while tailoring it to maximize value to your clients’ financial life. This is financial reporting rendered in the context of the value you create for clients.
Mirador’s services can insulate your clients from market swings by creating an end-to-end portfolio illumination that sheds light on the distinctive value you bring to managing client wealth.
In concert with Mirador’s award-winning reporting solutions, we offer outsourced Chief Technology Officer and Middle Office Services. Designed to help you minimize reliance on internal operational resources, our highly-experienced outsourced services team provides comprehensive management of the technology function (oCTO), as well as assistance with custodian relationships, billing management, and third-party integrations.
An engagement with Mirador will earn you a data technologist, not “on call” but embedded. Adept at managing data and capable of spotting inconsistencies, seeing opportunities, and identifying risks buried in financial data, they’ll free you and your staff to focus on managing your clients, not your data. In addition, we can operate as your virtual outsourced COO or CTO, to help you offer your customers an edge your competitors can’t.
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.
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