Mirador
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Mirador is a company that offers a wealth management software suite designed for wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning. It incorporates artificial intelligence (AI) and machine learning for predictive analytics. Mirador targets wealth management professionals and focuses on performance reporting and technology consulting, while also addressing regulatory compliance and data security. The Gateway digital portal provides users with a comprehensive view of client wealth and investment performance, which may assist in delivering personalized advice and improving operational efficiency. The company aims to streamline processes and enhance client relationships to potentially improve investment outcomes in a digital-first environment.
Key facts
- Founded
- 2015
- Headquarters
- Stamford, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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