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.

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.
Read moreCompany
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
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- 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
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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)
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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.
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