Darien, CT and New York, NY – March 5th, 2019 – Mirador, LLC, the leading provider of bespoke portfolio-performance reporting solutions for high net-worth families, family offices, and wealth management firms, along with Canoe Intelligence, a first-of-its-kind technology that eliminates manual data entry for alternative asset investors, today announced a new partnership that addresses the frustrations of reporting on alternative investments.

Today’s wealth managers and family offices manage complex portfolios that often include scores of alternative investments such as hedge funds, private equity and venture capital. As a result, these firms are inundated with thousands of documents annually, containing 200,000 or more transaction, valuation and performance data points. Canoe’s technology automates the extraction and management of these data points and documents, allowing firms to refocus capital and human resources on business performance and growth.

“We know that a third of ultra-high net-worth portfolios consist of private company holdings, private equity stakes and other alternatives,” said Mirador Founder Joseph Larizza. “That’s why Canoe developed this technology and why Mirador is thrilled to incorporate its capabilities into our reporting process. Together with Canoe, Mirador is able to more efficiently report on the complex portfolios of our families, family offices and wealth managers and be confident that their financial data is accurate every time.”

Mirador, a provider of customized reporting services, is often tasked with manual entry of alternative asset data for clients with a variety of investment products. These clients, who represent more than $30 billion in wealth, rely on Mirador to accurately report on their entire financial portfolios. In partnership with Canoe, Mirador is able to reduce its time handling alternative asset data and provide even more timely and accurate reporting.

“We are excited to be working with Mirador, a leader and innovator in portfolio reporting solutions,” said Seth Brotman, Canoe CEO. “Canoe allows Mirador to cut through the avalanche of unstructured documents, reports and data it receives from hundreds of investment managers.”


Canoe’s technology allows institutions, LPs, and family offices to automate data extraction, data management and other operational processes and refocus capital and human resources on business performance and growth.  Canoe’s AI-driven platform was developed in 2013 for a billion-dollar, multi-family office and today is relied upon by more than 70 institutional investors, advisors, and family offices. www.canoesoftware.com

Mirador, LLC, named Best Reporting Solution by Private Asset Management in 2019, is the leading provider of bespoke portfolio performance reporting solutions for high net-worth families, family offices, wealth management firms, endowments and foundations. In partnership with the pre-eminent data providers in the wealth management space, Mirador implements and/or operates the technology suite which is best suited for client needs and provides them with the fully customized reporting solutions they define. www.miradorllc.com.


Mirador, LLC:
Heidi Davis


Matt Yemma
Peaks Strategies