CONNECT WITH US

Next Generation Digital Portal
For Advisors and Their Clients

Built to Serve Engage Connect

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Gateway allows advisors and clients to connect securely to share timely information and build lasting relationships.

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Gateway allows advisors and clients to connect securely to share timely information and build lasting relationships.

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Gateway allows advisors and clients to connect securely to share timely information and build lasting relationships.

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Gateway allows advisors and clients to connect securely to share timely information and build lasting relationships.

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Gateway allows advisors and clients to connect securely to share timely information and build lasting relationships.

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A Front Door to All of Your
Wealth Management Needs

Your clients count on you to serve, engage and connect. Deliver a tailored and comprehensive experience with our portal so you can focus on building trusted relationships.

Provides Choices to Advisors and Their Clients

ENGAGE THROUGH PERSONALIZATION

Communication Tools
Market Data
Curated Content
Personalized News Feeds
Team Directory
Calendar

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SERVE INSIGHTFULLY 

Account Data
Wealth Planning
Portfolio Reporting
Document Vault
Client Enablement
Client Initiated Requests

Provides Choices to Advisors and Their Clients

PERSONALIZED ENGAGEMENT

Communication Tools
Market Data
Curated Content
Personalized News Feeds
Team Directory
Calendar

SERVE INSIGHTFULLY

Account Data
Wealth Planning
Portfolio Reporting
Document Vault
Client Enablement
Client Initiated Requests

Build Your Business

PERSONALIZE

  • Customized user experience.
  • Personalized dashboard.
  • Curated content.

COLLABORATE

  • Consolidates financial information, people, content.
  • Document vault to organize and exchange.
  • Client initiated actions.

INTEGRATE

  • Connect with best-in-breed tools and apps.
  • Integration with existing financial tools.
  • Transparency into client workflows.

COMMUNICATE

  • Raise communication internally and externally.
  • Requests. News feed. Blog and social posts.
  • Announcements.

CONNECT

  • On-the-go access for colleagues and clients.
  • Team and client directory.
  • Scheduling and real-time communications.

SAFEGUARD

  • Exceeds industry security/compliance requirements.
  • Multi-factor authentication standard.
  • Enterprise grade cloud platform.

DASHBOARD

  • Curated industry, market and company content.
  • Shortcuts to personalized tools.
  • Comprehensive wealth view.

INSIGHTS

  • Showcase content and news about your firm.
  • Categorize for easy filtering.

DOCUMENT LIBRARY

  • Secure document vault.
  • Folder organization for easy retrieval.

TOOLS

  • Easy access to often used apps.
  • Available right from your dashboard.

WORKFLOWS

  • Common tasks initiated from your desktop.
  • Creates a more efficient business.

TEAM DIRECTORY

  • Empower clients to engage with your team.
  • Easily initiate calls and book meetings.

CALENDAR

  • Share your events and multiple calendars.
  • Collect RSVPs and provide subscription calendars.

COMMUNICATION

  • Empower clients to video call advisors and staff.
  • Provide easy meeting scheduling for clients.

Integrated Gateway

Securely connect to market-leading tools you use every day to run your business through a network of 7,000+ pre-built integrations.

Gateway will help you modernize your technology ecosystem. Deliver a deeper integration and provide a rich advisor and client experience.

Gateway, by Mirador

LEARN MORE ABOUT MIRADOR

Gateway was developed and is delivered to you by Mirador, one of the leading service providers to the wealth management industry.  

 

Grounded in Wall Street and enabled by technology, Mirador has been “serving those who serve wealth” through award-winning financial reporting services, technology consulting/solutions and middle office services since 2015.

 

Contact us to arrange a comprehensive demo 

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