Mirador vs WIZE by TeamWork
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 moreWIZE by TeamWork
Category
Portfolio Management
This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.
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
- 1000+
-
- 2010
- Owned by management
- Key staff also have ownership
- Switzerland
- Geneva
- Luxembourg
- Montréal
- Singapore
- Zurich
- Switzerland
- Singapore
- Luxembourg
- United Kingdom
- France
- $120 billion
- $600 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
- Financial advisors
- Single-family offices
- Multi-family offices
- Fund managers
- Banks
- 8 banks
- 100 family offices/advisors/fund managers
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
–
- Data aggregation
- Accounting
- Consolidated reporting
- CRM
- Governance
- Compliance
- Portfolio management
- Trading (order only)
- Risk management
- Consolidated reporting
- CRM/KYC
- Document management
- Trading (FIX or PDF)
- Compliance (AML, MiFID2, FinSA, FIDLEG)
- Risk management
- Performance management
- Fees invoicing and controlling
- E-banking & mobile app
- Profitability
- Multi-custodian data feeds
- All financial assets
- Private equity
- Real estate
- Rare collectibles
- Loans
- Mortgages
- Insurances
- Credit cards
- MiFID II
- FinSA/FinIA
- UCITS
- Yes
Technology
Type Of Software
–
Security
- Comprehensive IT security, cyber-threat and continuity/disaster plans.
Ecosystem
–
Integrations
–
Mobile App
–
- Serviced software
- SAAS
- Fully standalone
- 2 factors authentication
- SSL encrypted connection
- Industry standard back-ups rolling plan (DRP & BCP tested plans)
- Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
- ISO 27001 certified
- Java
- Linux
- Refinitiv World-Check
- ELO (workflows)
- Investment Navigator (mutual funds selection)
- Regnology (CRS, Fatca, Tax reporting)
- FinQuartz (news)
- Performance Watcher (peers comparison)
- Credit Suisse (product risk classification)
- Other software on request
- Yes