Service Offerings
Full Operations Services
A complete outsourced operations solution. We get to know your investments, stay up to date on performance and quarterback all operations working in tandem with your trusted advisors and investment partners
Includes Addepar Operate Model services.
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Addepar Operate Model
Top-to-bottom management of your Addepar instance. Dawkins Advisory works directly with your team to integrate Addepar workflows and maintenance requirements for seamless investment data aggregation and financial reporting.
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Implementation Services
Working directly with your family office to identify your unique needs, Dawkins Advisory leads Addepar implementations through diligent solution design and project planning to train your firm's dedicated resources to effectively manage Addepar.'
Opportunity to outsource operations to Dawkins
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