Swimbird vs Mirador
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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 moreCompany
Employees
- 20+
Revenue
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Founded
- 2018
Ownership
- Owned by management
- External investors who are clients
- Staff
Incorporated
- Sweden
Locations
- Stockholm
Top markets
- Sweden
- Norway
- Denmark
- Switzerland
- Luxembourg
- Finland
- 50-100
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- 2015
- Owned by management
- United States of America
- Darien, CT (USA)
- Salt Lake City, UT (USA)
- Dublin, IRE
- Australia
- Canada
- Colombia
- Germany
- United States of America
- $136 billion+
- $1.1 billion
Client
Focus
- Single-family offices
- Multi-family Offices
- Individual wealth owners
- Banks
- Wealth managers
Serves also
- Financial advisors
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- Endowments and foundations
- 60 family offices
- 59 wealth managers
- 5 endowments/foundations
Product
Main tasks
- Portfolio management
- Data aggregation
- Consolidated reporting
Top features
- Connectivity and integration to 100+ banks and data sources
- Portfolio overview all assets & liabilities
- Flexible and customizable reporting
- Performance and risk analysis
- Complete asset allocation
- Private equity investment features
- Private equity funds including cash flow projections
- Commercial real estate overview with financials
- Safe document storage with tagging capabilities
- Accounting software integrations
- Cloud-based data warehouse
- Customized user access rights
- Best in class user interface
- Cash flow forecast
- Record keeping including a full audit trail
Assets supported
- Bankable assets
- Private equity
- Private equity and venture capital funds
- Commercial real estate
- Residential real estate
- Collectables (e.g. cars, jewellery, art)
- Derivatives
- Any asset class is supported
Compliance
- GDPR compliant
- ISO27001:2022 certified
Whitelabel
- Yes, desktop, mobile and tablet apps
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- 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
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
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Technology
Type Of Software
- Serviced software
- SaaS
Security
- Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
- Multi-factor authentication
Ecosystem
- Google Kubernetes Engine
- PostgreSQL
- MongoDB
- Clickhouse
- Java Springboot
- Typescript
- Python
- Angular
- Airflow
- Apache Kafka
- Keycloak
- Grafana
- Prometheus
Integrations
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Mobile App
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- Comprehensive IT security, cyber-threat and continuity/disaster plans.
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