Our services include:

Consolidated financial reporting
We operate industry-leading third-party systems to aggregate and report on family assets, no matter where they are custodied. Our award-winning reporting service includes all asset classes – liquid securities, alternative investments, hard assets, and collectibles.

Technology consulting
Our expert services team counsels wealth advisors on their specific technology needs before designing, sourcing, and implementing a custom solution. Unlike many providers who leave, we will stay and act as oCTO if desired (operating and maintaining your system) allowing advisors to focus on value creation.

Middle office services
We support existing client teams in the important but often time-consuming middle office tasks vital to a smooth adviser operation. Whether direct client advocate support or in combination with our technology stack, clients select and pay for only what they need.

Adviser technology platform
Our custom-built platform delivers best-in-class technology and operations systems, unified on one independent non-regulatory platform. This open architecture stack is preconfigured to clients’ needs and features a flexible construct, ensuring automatic upgrades to future innovations and tools.

Advisor-client portal
Mirador’s Gateway is a next-generation digital portal built to serve both advisors and their clients. Gateway allows advisors and clients to digitally collaborate and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secured client experience.

The firm has offices in Darien, Connecticut, Chicago, Illinois, Jacksonville, Florida, Salt Lake City, Utah, and Dublin, Ireland, and supports the performance reporting requirements of family offices, wealth managers, endowments, and foundations throughout North America, South America, EMEA, and Asia Pacific.

We encourage you to visit our website!