Mirador, LLC Launches “Gateway” – a New, Next-Generation Digital Portal Built to Serve Both Wealth Management Advisors and Their Clients

Cutting-Edge Platform Already Shortlisted for Industry Award

DARIEN, Conn.–(BUSINESS WIRE)–#FinTech–Mirador’s new technology solution, called 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 using a network of 7,000+ pre-built integrations to create a seamless and secured user experience.

As a managed service partner to wealth advisors and family offices, providing services that support over $250B in wealth, Mirador engineered Gateway to serve both advisor operations and the advisor-client relationship. For advisor teams, Gateway delivers tools that enable internal communication, single sign-on access to all tools, document sharing, resource organization, and collaboration, all in a secure environment that exceeds industry standards. With an intuitive interface, Gateway also supports clients through a customized experience, providing all the insights, news, tools, and information needed to build and enrich client relationships and delivers it in a way clients expect in the digital age. In essence, Gateway is the front door to all their wealth management needs.

“We work with advisors every day to help them solve technology challenges so they can run a more efficient business and better serve their clients. This gives us a unique perspective on their needs,” said Mike Pakula, Partner and Head of Delivery & Innovation. “With that knowledge we identified a gap in the market and developed Gateway to fill that gap. We feel we’ve identified the best-in-breed features to create a unique advisor-client portal unlike any other on the market.”

“Mirador’s goal in designing Gateway is to help advisors raise the bar on how they connect, serve, and engage with their clients,” explains Nikhil Deusana, Senior Vice President at Mirador, and principal designer of Gateway. “As a result, we have built a customizable solution that delivers a highly personalized experience for advisors and clients.”

Gateway’s features include:

• Dashboard – curated industry, market and company content, shortcuts to personalized tools and a comprehensive wealth view.
• Insights Page – enables advisors to showcase content and news about their firm, categorized for easy filtering.
• Document Library – a secure document vault, complete with familiar folder organization structure for easy retrieval.
• Tools – providing easy access to often used apps, available right from the dashboard.
• Workflows – creating a more efficient business, common tasks can be initiated right from Gateway.
• Team Directory – empowers clients to engage with their advisor team by easily initiating calls and booking meetings.

Today’s announcement is Gateway’s formal “public unveiling” after internal beta testing was completed in mid-2021 and a soft launch with select clients began in Q4 2021.

Gateway has already been recognized as a potential game-changer for advisors, having been named a Finalist in the “Product Innovation (B2B)” category in the 2022 Family Wealth Report Awards (winners to be announced on May 4^th).

For more information about Gateway, visit miradorgateway.com.

About Mirador, LLC

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services, middle office services, and technology consulting to the U/HNW wealth management industry. Through partnerships with leading technology platforms, Mirador’s service offering 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 opportunities and expose financial risks. Unlike large multi-offering firms for whom reporting is an ancillary service or a consulting service that configures systems and leaves, Mirador’s performance reporting experts – drawn from family offices and wealth management firms – create true, ongoing partnerships with clients to ensure data integrity, cull new insights from the data, answer questions, and resolve inconsistencies. The firm has offices in Darien, CT, Salt Lake City, UT, 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.

For more information about Mirador, visit www.miradorllc.com or email [email protected].

Contacts

Media
Nikhil Deusana

Mirador, LLC

[email protected]
203.884.7312