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Services & Consultants

Mirador, LLC

Work with Mirador to outsource essential business operations and Addepar implementations. Grounded in Wall Street and enabled by technology, Mirador combines data science with deep financial expertise to provide custom-built technology, alternatives data management, and a range of managed services.

Last updated: 10-28-2024

Outsourced operations
  • Mirador provides outsourced end-to-end management of your Addepar instance. A dedicated team of analysts works directly with you to design and implement Addepar and provide ongoing operations and system maintenance, allowing advisors to focus on value creation.
Implementations
  • Mirador leads Addepar implementations working directly with your firm to identify your needs, design a best-fit solution, manage technology integrations and then train and enable you to run Addepar (or Mirador can stay on as the client’s outsourced operations team).
Supervise and educate
  • Mirador leverages deep technology product and industry expertise to counsel on Addepar optimization, implementation, and best practices. Mirador also helps build custom technology stacks by identifying additional technology solutions to meet your needs.
Alternatives data management services
  • Mirador’s dedicated alternatives experts manage your end-to-end alternatives data workflows by retrieving source documents, extracting relevant information, classifying and labeling the extracted data, and importing and verifying the data in Addepar.
Middle office services
  • Mirador supports advisors in the important and often time-consuming tasks vital to smooth operations. Whether providing client advocate support or working with Addepar's technology stack, your firm can select and pay for what you need.
Advisor technology platform
  • Mirador’s 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 your 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.