Mirador vs Asset Vantage
You are looking for alternatives to Mirador. 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 moreAsset Vantage
Category
Consolidated Reporting
Denmark's PandaConnect is a full-scale investment administration solution, covering all assets classes, bankable and non-bankable investments in order to achieve the twin goals of wealth preservation and growth. Through data aggregation and consolidation family members, banks, currencies, and managers can achieve accuracy and transparency.
Read moreCompany
Employees
- 50-100
Revenue
–
Founded
- 2015
Ownership
- Owned by management
Incorporated
- United States of America
Locations
- Darien, CT (USA)
- Salt Lake City, UT (USA)
- Dublin, IRE
Top markets
- Australia
- Canada
- Colombia
- Germany
- United States of America
Total AUM
- $136 billion+
Avg. AUM per client
- $1.1 billion
- 50-100
-
- 2011
- Owned by management
- External investors
- United States of America
- Stamford, CT, USA
- Mumbai, India
- Pune, India
- Singapore
- United States of America
- India
- GCC – (UAE, Bahrain, Oman, KSA)
- United Kingdom
- Australia/New Zealand
-
- $150-200 million
Client
Focus
- Single-family offices
Serves also
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- Endowments and foundations
Number
- 60 family offices
- 59 wealth managers
- 5 endowments/foundations
- Single-family offices
- Individual Wealth Owners
- Multi-Family Offices
- Financial advisors
- Accounting Firms
- Trust Companies
- Banks & Institutions
- 220+ SFOs Directly
- 25+ MFOs/CPAs (130+ Families Served)
Product
Main tasks
–
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)
Compliance
–
Whitelabel
–
- Partnership Accounting
- Consolidated Reporting
- Portfolio Analytics
- Data Aggregation
- Document Management
- Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
- Multi-Period performance & benchmarking
- Partnership accounting and entity look-through
- Global listed equities & fixed income traded asset pricing
- Integrated General Ledger
- Consolidating & Multi-Period Balance Sheet & Trial Balance
- Consolidating & Multi-Period Income Statement
- Capital Flow Reporting
- Fully Configurable & exportable widget dashboard across Performance Reporting
- Custodian transactions sync & reconciliation
- Document Vault
- Integration with Bill.com
- Check Writing
- User Permissions & Entitlements
- Transparent Pricing
- Bankable Assets
- Private Equity
- Real Estate
- Derivatives
- Private Assets (e.g. collectables, luxury cars, boats, high-value art etc)
- Venture Investments
- GDPR
- SOC/SOC 2
- Yes
Technology
Type Of Software
–
Security
- Comprehensive IT security, cyber-threat and continuity/disaster plans.
Ecosystem
–
Integrations
–
Mobile App
–
- SaaS/Serviced Software
- TLS (HTTPS) end to end
- Unique client URLs tied to a VPN
- Encryption for data at rest
- Partners for VAPT
- Unique database and URL
- Linux
- API Integrations available
- Yes