Mirador vs Bill.com
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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 moreBILL
Category
Accounting
Bill.com (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome andtime-intensive approach to an automated and secure bill payment process.
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
- 500+
- $157 million (2020)
- 2006
- Public company (NYSE: BILL)
- United States of America
- San Jose, California & Houston, Texas (USA)
- United States of America
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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
- Multi-family offices
- Single-family offices
- Independent financial advisors
- Registered investment advisors
- Individual wealth owners
- Banks
- More than 110k small and mid-sized segments
- More than 2.5 million network members
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
–
- Accounting
- Data aggregation
- Consolidated reporting
- Efficient AP/AR end-to-end workflows
- Multiple payment options (e.g., check, ACH, wires, virtual card)
- Advanced, customizable approval workflows
- Automatic sync with key accounting systems
- Intelligent virtual assistant eliminates data entry
- Unlimited online document storage
- Easy audit-ready trails
- Online and mobile access
- Robust reporting options
- In-product live chat
- Simple onboarding and fast setup
–
–
- Yes
Technology
Type Of Software
–
Security
- Comprehensive IT security, cyber-threat and continuity/disaster plans.
Ecosystem
–
Integrations
–
Mobile App
–
- SaaS
- 2-factor authentication & single-sign-on (SSO)
- SOC 1 and SOC 2 attested
- Encrypted using Transport Layer Security (TLS)
- Protection against check fraud using automated Positive Pay service
- Partners with a PCI certified vendor for credit card payments
- More information here
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- General ledger (automated sync): QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft GP/BC
- CRM: Salesforce, Proposify
- Spend/expense management: Divvy, Expensify, Tallie, ReceiptBank
- Document storage: Hubdoc
- Mailing: Earth Class Mail
- Project management: WorkflowMax
- Tax 1099
- iOS
- Android