michael.pendergrass
Acronym
Mirador
Product ID
Mirador-LLC-Advisor-Client-Portal
Description

A next generation digital protal built to serve advisors and clients.

Images
Features

Called Gateway

  • Allows advisors and clients to connect securely and share timely information
  • Personalized dashboard and standard-setting features
  • Extends the digital environment to create a seamless and secured experience
Vendors
Mirador, LLC
Management Style
Discount - No
Schwab Products
SIT Provider
Section
UHNW Technology
Website/Portal
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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