Mirador vs Performativ

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.
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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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performativ

Performativ

Category
Portfolio Management

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.

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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


  • 11-50


  • <$50 million


  • 2019


  • Owned by management
  • External investors


  • Denmark


  • Copenhagen


  • Denmark
  • Sweden
  • Norway
  • Belgium
  • Netherlands


  • 15 billion


–

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)
  • Fund managers
  • Banks


–

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

–


  • Advisors
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio Management
  • Risk Management
  • Technology provider
  • Non-bankable assets
  • Reporting, data entry
  • Offering backend data (i.e., reconciliation corporate action fixing)


  • Full suite of performance metrics
  • Consolidated performance reporting
  • Firmwide analytics
  • Near real-time valuation
  • API gateway to 3rd party services
  • Intelligent benchmarking
  • Data aggregation
  • Ability to Whitelabel
  • Mobile App
  • Banking Providers
  • Full Multi-Currency Support


  • Bankable or Financial Assets & Funds
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Private Equity & Direct Investments
  • Alternative investments


GDPR


Yes

Technology
Type Of Software

–

Security

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

Ecosystem

–

Integrations

–

Mobile App

–


  • SAAS
  • Fully standalone
  • Serviced software


–


–


Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.


  • Yes