VIEW TABLE OF CONTENTS
TECHNOLOGY PROVIDERS Client Portals
MIRADOR, INC.
Gateway, by Mirador
Mirador's Gateway is a secure and advanced digital portal that offers an efficient way for advisors and their clients to communicate and share portfolio-related information in real-time. Its personalized dashboard and innovative features provide a seamless and secure client experience, setting new industry standards. Launched in Q1 2022, Gateway offers internal communication capabilities, document sharing, resource organization, and collaboration tools, among others, in a secure environment that
exceeds industry standards. With an intuitive interface and customized experience, Gateway delivers insights, news, tools, and information required to build and enrich client relationships in the digital age. Ultimately, Gateway is the comprehensive solution that serves as the front door to all wealth management needs for advisors and their clients.
Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services, middle office services, and technology solutions and products to the U/HNW wealth management industry. Mirador creates insightful, consolidated, real-time views of all assets and liabilities – what they are, who holds them, how ownership is divided, how they’re invested, and how they’re performing – strategically constructed to identify hidden opportunities and expose financial risks. Mirador is set apart by its exceptional white-glove service, which continues to propel its growing momentum. In 2022, Mirador added 120 new clients, bringing the total number to over 250, with Assets Under Reporting totaling over $350B.
mirador.com
195 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook