A clearer view across your clients' investments.
mira adviser is a dedicated online portal for authorised financial advisers with access to client investment information administered by Boardroom. View portfolios, monitor activity, access reports and retrieve documents through one professional workplace.
Less administration. Greater visibility.
Access the information you need to support your clients.
Consolidated client view
Access available client investment information.
Faster access to documents
Download individual or bulk statements.
Visibility of activity
View transaction and payment information.
Track applications
Monitor the status of client applications.
Reporting when you need it
Access reports and investment summaries.
Adviser service fees
View service fee information for eligible clients.
Stronger client conversations. Greater possibilities.
Always already global
No matter where your international employees reside, mira adviser is built to support cross-border operations from day one.
Spend less time searching and more time supporting clients. Access available client investment information, reports and documents through mira adviser.