Mirador vs Giving Place, Inc.
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.
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Giving Place, Inc.
Category
Technology provider
Giving Place is the first-ever software for optimizing all forms of charitable giving with easy-to-use tools to help organize, plan, and execute all giving activity. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – plus grant tracking, reporting, forecasting, and other analytics for a family’s complete giving. Forget the hassles of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving.
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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
11-50
-
2020
- Key staff also have ownership
- Owned by management
United States of America
Boulder, Colorado (USA)
- United States of America
- United Kingdom
~$450 million AUA (assets under administration)
-
~ $36 million
~ $185 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
Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Foundations
-
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
–
- Compliance
- Technology provider
- Risk Management
- Consolidated Reporting
- Data Aggregation
- Digital Due Diligence
- Governance
- Impact & ESG
- CRM
- Custom Reports
- Transparency
- Visionary Purpose
- Payments
- Advisor Portal
- Tax Compliance & Audit Support
- Cash and equivalent
- Any charitable structure beyond cash
-
No
Technology
Type Of Software
–
Security
- Comprehensive IT security, cyber-threat and continuity/disaster plans.
Ecosystem
–
Integrations
–
Mobile App
–
SaaS
-
Linux
- QuickBooks
- Sage Intacct
- No
In the media
