10 Corbin Drive, Darien, Connecticut, 06820, United States
Grounded in Wall Street and enabled by technology, Mirador combines powerful data science with deep financial expertise to provide best-of-breed services to those who serve significant wealth; Single Family Offices, Wealth Managers and RIAs, Endowments and Foundations
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!
Access best-in-class technology and operations systems, unified on one platform. This open architecture system is preconfigured to clients’ needs using Mirador’s Key Technology Decisions Rubric. Its flexible construct ensures ongoing upgrades to innovative tools; tools that are accessible to advisor teams through the easy-to-use Gateway workstation....
Built to enrich the advisor-client relationship 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. A front door to all of your wealth management needs Our solution is engineered with the advisor......
In Spanish, Mirador means "a tower designed to command an extensive view." We live up to our name by providing award-winning business intelligence that allows you to get an unparalleled vantage point for your financial assets. Our unique perspective comes from a thorough knowledge of financial instruments, experience managing systems......
Gone are the days of staffing up an internal team to remain ready to handle middle office tasks when they arise. We bring a modern approach to leveraging our expertise and technology to provide you with a more efficient execution. Further, whether it's one-off client onboarding for a new RIA, or......
Independent wealth managers now have access to superior tools, capabilities, and infrastructure previously limited to very large institutions. Technology consulting from Mirador will help you select the right combination of technologies and service providers based on your needs. We’ll show you how to integrate these technologies and deploy them, as......