Mira keeps investors informed, engaged and connected to the right advisor throughout the investor lifecycle, while operating inside your firm's compliance, governance and oversight framework.
Mira builds an understanding of each investor and communicates in the firm's voice: measured, sourced and disclosure aware.
Marc, you'd asked about the new fund after the webinar. Here's the Q3 fact sheet, with all disclosures included. Happy to set up time with your advisor if you'd like to go deeper.
Booked your quarterly review with Hannah for Thursday 10am. She's already seen your latest contribution and will walk through rebalancing options with you.
The private credit fund overview is limited to accredited investors, so I've routed your request to Hannah. She'll follow up with you directly today.
Year end tax loss harvesting window opens next week. Your advisor flagged three positions worth reviewing. 30 minutes on the calendar to walk through them?
Mira finds high fit investor prospects and puts the warmest opportunities at the top of your team's list.
Mira keeps every investor current with fund updates, fact sheets and event invitations, and keeps the relationship active between key investment decisions.
Mira walks investors through products, documentation and fund updates, guided by investor interests, prior interactions and lifecycle stage.
Mira schedules meetings, prepares handoffs, and makes sure every conversation that needs a licensed human reaches one. Mira opens the door, your advisors close.
Mira applies disclosure, suitability and compliance controls to every interaction, at every stage above.
Finance is the most densely regulated industry we serve, which is why governance, oversight and control are built into every Mira deployment. You define the rules. Mira applies, enforces and logs what you have configured on every interaction. The requirements stay yours to set.
Define the disclosure language your firm requires, by product and audience type, and Mira applies it consistently on every output. Whatever regime your firm operates under, you configure the rules and Mira holds to them.
Mira grounds every performance figure to the source you connect, such as the current fact sheet. It does not invent numbers, restate prior period results, or extrapolate beyond what is in your data.
Mira does not give individualized investment advice. You configure which topics require a licensed human, and Mira routes them there instead of answering. Accreditation status can be checked against your systems before gated content goes out.
Investor identity, accreditation and risk classification flow in from your existing systems before sensitive content leaves the platform.
Every outbound message is logged with the rule version, source data version, persona configuration and operator, if any. Exportable to your compliance system.
Investor data stays inside your environment. It does not become training data for other agents.
Mira helps financial organizations scale investor engagement while keeping advisors, compliance teams and governance controls firmly in the loop.
