Mirador

Category
Consolidated Reporting
Country
United States of America
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Mirador Contact

Jeremy Langlois Mirador

Jeremy Langlois

Partner
Contact Jeremy Langlois

Mirador is a service provider delivering operations and financial reporting solutions to the U/HNW wealth management industry.

We serve those who serve wealth. Mirador is a team of financial and technology experts who leverage decades of experience to enable client success, from best-in-class financial reporting services, to technology consulting and solutions, and middle office services.

What sets Mirador apart?

Mirador acts as an invaluable extension of your team, leveraging technology to your benefit and reducing overhead so you can focus on what’s important – building value.

Jeremy Langlois

Product

Get an overview of what this software does.

Top features

  • End-to-end reporting platform operation
  • Alternative asset entry and verification
  • Concierge custom report design
  • Ad-hoc data migration projects
  • Best practice sharing/portfolio insights

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Security

  • Comprehensive IT security, cyber-threat and continuity/disaster plans.

Accuracy

  • In our business, data accuracy is paramount. We utilize robust maker checker processes throughout our organization to ensure the data – the backbone of our insight-driven performance reporting and aggregation workflows – is of the highest quality.

Custodians

  • With client permission, we have the ability to aggregate data from nearly all custodians utilizing a number of technologies and techniques.

Time to new custodian

  • The time can significantly vary based upon custodian, but on average it takes approximately two weeks.

Multi-currency

  • As a service that operates multiple technology platforms on behalf of our clients, we have the ability to leverage a platform that has full multi-currency capabilities, including the ability to render both native and reporting currency side. This also includes the ability to recalculate performance to expose currency impacts for different report currencies.

Cost structure

  • Consulting work is based on complexity/length of the assignment. Ongoing reporting technology operation is based on client AUM.
Category
Consolidated Reporting
Country
United States of America
Visit Website

Mirador Contact

Jeremy Langlois Mirador

Jeremy Langlois

Partner
Contact Jeremy Langlois

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 50-100

Founded

  • 2015

Ownership

  • Owned by management

Incorporated

  • United States of America

Locations

  • Darien, CT (USA)
  • Salt Lake City, UT (USA)
  • Dublin, IRE

Top 5 Markets

  • Australia
  • Canada
  • Colombia
  • Germany
  • United States of America

Total AUM

  • We report on over $136 billion

Avg. AUM per client

  • $1.1 billion

Focus

  • Single-Family Offices (SFOs)

Secondary focus

  • Multi-Family Offices (MFOs)
  • Independent Financial Advisors (IFAs)
  • Registered Investment Advisors (RIAs)
  • Endowments and Foundations

Number of clients:

  • 60 Family Offices
  • 59 Wealth Managers
  • 5 Endowments/Foundations

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, dedicated contact.

Pricing of support

Based on SLA.

Onboarding

Approximately 6 weeks.

Customisation

We provide custom reports depending on client requests and which technology platform they are operating.

Bespoke development

Technology consulting engagements are always bespoke solutions. Custom reports can be provided based on client requests.

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Simple solutions for complex times.