Mirador, Inc.

Mirador combines powerful data science with deep financial expertise to provide best-of-breed services, solutions, and products to those who serve significant wealth. Our offering includes: SERVICES Consolidated Financial Reporting – We operate 3rd party systems to aggregate and report on family assets, no matter where they are custodied. Our reporting service helps identify hidden opportunities and expose risks across all asset classes. Private Investment Desk - Our Private Investment Desk provides veteran staff knowledgeable in the specialized skillset required to manage the tasks unique to this channel. Alts Data Management – We developed tools and processes that allow the firm to easily input and report on alternative investment data, reducing the time between valuation updates to clients. Offered as a stand-alone service or as part of a full reporting system operation agreement. K-1 Document Management – Mirador combines people, processes, and technology to handle all aspects of K-1 document management for our clients. Compensation Management – Our leading processes, augmented by a 3rd party technology selected to meet specific client needs deliver superior sales, profitability, and compensation reporting for RIAs and wealth management firms. SOLUTIONS Expert Solutions - We counsel wealth advisors on their specific technology needs before designing, sourcing, and implementing a custom solution. Mirador stays and acts as oCTO if desired allowing advisors to focus on value creation. Institutional Clients Group – The Institutional Clients Group (ICG) is a dedicated team focused on providing strategic counsel and execution services to the U.S. RIA marketplace. Some of our services include vision and strategy development, M&A services, and breakaway advisor launch services. PRODUCTS Advisor-Client Portal - Our award-winning Gateway portal lets advisors and clients connect securely to share timely information and build lasting relationships.