Managed Services

Other Complementary Services

Alternatives Data Management

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Enlist services from our growing ecosystem of best-in-class consultants.

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Alter Domus

Provides integrated solutions for alternative investors

Alter Domus provides alternative data management services for wealth managers, family offices, endowments, foundations, pensions, OCIO groups, and more.

Features & Benefits

Consulting and Advisory

Middle Office Services

Family Office

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Dawkins Advisory Group

Custom implementation and operational services for family offices

Dawkins Advisory Group specializes in family assets and provides personalized implementation and operational services for family offices. Working exclusively with Addepar, they implement the latest feature updates while offering evolving analytics and reporting on public and private investments.

Services

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F2 Strategy

Strategy, consulting, and outsourced Chief Technology Officer

As a strategic consulting partner or outsourced chief technology officer, F2 helps improve data architecture and create customized, exceptional digital experiences for advisors and clients. 

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InfoGrate

Infograte specializes in family office technology, helping clients select, buy, and implement low-cost, scalable solutions that can be maintained long-term.

Implementation

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Mirador, LLC

Addepar implementations and outsourced managed services

Work with Mirador to outsource essential business operations and Addepar implementations. Grounded in Wall Street and enabled by technology, Mirador combines data science with deep financial expertise to provide custom-built technology, alternatives data management, and a range of managed services. 

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PFI Advisors

Operations, technology, and merger and acquisition consulting for RIAs

PFI works with RIA owners, breakaways, and operations professionals to establish an infrastructure, culture, and scalable business model that help firms grow top-line revenue and bottom-line profits. 


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Ridgeway Lane

Tailored onboarding, implementation, and data management services

Ridgeway Lane delivers scalable and curated platform solutions and services, empowering family offices, RIAs, and boutique wealth managers to concentrate on their core business.

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