Mirador vs Fincite

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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.

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fincite

Fincite

Category
Portfolio Management

Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.

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Company
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


< $50 million


  • 2016


  • Owned by management
  • External investors (neither clients nor staff)


Germany


Frankfurt


  • Germany
  • United States of America
  • DACH
  • Nordics
  • Dutch


–


–

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


  • Individual wealth owners
  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Custodians
  • Banks
  • Brokerages


  • 30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.

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

–


  • Customer Onboarding
  • Portfolio management
  • Order execution


  • Ability to Whitelabel
  • Custom Development Service
  • Custom Reports
  • Digital Excellence
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Sustainability
  • Real-time analytics
  • Asset class aggregation
  • Client Portal


  • Alternatives
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Digital Assets & Crypto Currency
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


  • MiFID II
  • GDPR


Yes

Technology
Type Of Software

–

Security

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

Ecosystem

–

Integrations

–

Mobile App

–


SaaS


  • Microsoft
  • SAP
  • Java
  • Other


  • There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS


Yes