CFO Reporting vs Mirador

You are looking for alternatives to CFO Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

Mirador

Consolidated Reporting

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.

Employees

0-10

Revenue

Founded

2021

Incorporated

Locations

United States of America

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Owned by management

50-100

–

2015

Owned by management

United States of America

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

Australia
Canada
Colombia
Germany
United States of America

$136 billion+

$1.1 billion

Client

Focus

Individual wealth owners
Single-family offices
Multi-family offices

Secondary focus

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
Software and technology providers

Single-family offices

Multi-family offices
Independent financial advisors
Registered investment advisors
Endowments and foundations

60 family offices
59 wealth managers
5 endowments/foundations

Product

Main Tasks

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Top features

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Assets supported

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Assets supported

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

White Label

–

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

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

–

Technology

–

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

–

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CFO Reporting vs Mirador

You are looking for alternatives to CFO Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CFO Family Reporting

Category

Reporting

Mirador

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Client

Focus

Secondary focus

Product

Main Tasks

Top features

Assets supported

Assets supported

White Label

Technology