MIRADOR Gateway

Gateway, by Mirador, is a digital portal designed to help wealth management advisors serve and connect with their clients. It provides a secure online destination for sharing information, communicating, coordinating tasks and supporting client relationships. Advisors can tailor the experience with personalized dashboards, curated content and news feeds, while clients can access relevant tools and engage with their advisory team.

The portal brings together wealth management features such as account data, wealth planning, portfolio reporting and a document vault. Communication tools, calendars, team directories and client-initiated requests help people collaborate and manage everyday workflows. Gateway also offers access to commonly used apps and connects with financial tools through a network of more than 7,000 pre-built integrations.

Mirador develops and delivers Gateway as part of its services to the wealth management industry. The company also provides financial reporting services, technology consulting and solutions, and middle-office services. Gateway is intended to modernize firms’ technology ecosystems while giving advisors and clients a more integrated experience, with security features including standard multi-factor authentication.