Investment in wealth management technology is a big decision. At Deviate, we’re here to help you navigate software selection, implementation and day to day management of your back office. We’re not just a consultant – We are a part of your team.
Our approach is simple. I believe all clients deserve our full attention and I apply that belief to all our clients who trust and partner with us to help support their family office. I look forward to getting to know you and working with you to accomplish your goals and deliver a solution you can count on.
Deviate provides exceptional support for investment management professionals and single and multi-family offices. We are dedicated to helping you no matter where you are in the process.
Deviate provides exceptional support for investment management professionals and single and multi-family offices. We are dedicated to helping you no matter where you are in the process.
SOFTWARE SELECTION PROCESSWe start with a streamlined assessment to identify the best software solution for your needs. This wholistic view of your portfolio and family office structure helps us create a long-term data and wealth management succession plan for you and your family.
IMPLEMENTATION & ADOPTIONWe assess your project and lead the system setup, data aggregation and reconciliation. We build ongoing policies and procedures to help you manage your software, as well as your monthly close process.
ACCOUNTING & BACK OFFICE SUPPORTWe perform monthly accounting and reporting, data reconciliation and financial validation to help you manage your portfolio efficiently and effectively. We serve as an outsourced solution in any capacity. Whether you have a team member out or you are in a busy phase of the year, we can step in to offer a seamless transition for support.
We’re here to help you get started, wherever you are in the process.
