Point vs Mirador

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

Category
Data Aggregation

Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data. The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing.

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Mirador Logo

Mirador

Category
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.

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Company
Employees

  • 0-10

Revenue

Founded

  • 2017

Ownership

  • Owned by management 
  • Key staff have ownership 
  • External investors

Incorporated

  • UK

Locations

  • UK

Top markets

  • UK 
  • Switzerland 
  • UAE 
  • USA

Total AUM

Avg. AUM per client


  • 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

  • Single-family offices, 
  • Multi-family offices, 
  • Private Banks, 
  • Wealth Consolidators

Secondary focus

  • Asset servicing companies, trusts,  
  • Investment & Financial Advisors (RIAs/IFAs)

Number of clients

  • 0 – 10


  • 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

  • Data Aggregation 
  • Investment Book of Record (IBOR) 
  • Advanced Portfolio Analysis 
  • Consolidated Total Wealth Client Reporting 
  • Data Sharing & Integration

Top features

  • Data Aggregation & Reconciliation 
  • Independent Investment Book of Record (IBOR) 
  • AI Data Assistant
  • Consolidated Client Reporting
  • Custom Client Reporting
  • Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
  • Multi-geography & Multi-currency 
  • Open Data Sharing & Integration

Assets supported

  • Bankable or Financial Assets & Funds 
  • Private Equity & Direct Investments 
  • Real Estate 
  • Foreign Exchange 
  • Lifestyle Assets & Rare Collectibles

Compliance

Whitelabel

  • Yes



  • 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
Type Of Software

  • SAAS
  • Serviced Software

Security

  • Hosted on Azure 
  • Encrypted
  • Multi-factor Authentication

Ecosystem

Integrations

  • Custom: Point API Open Data Sharing Toolkit 
  • Expersoft PM1 
  • Orca 
  • Moneyinfo 
  • Investglass CRM

Mobile App

  • Yes (via integration partner)



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