Deviate Consulting

Software Consulting For Family Offices

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.

Erin Hulse from Deviate Consulting

A MESSAGE FROM ERIN

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.

ERIN HULSE, FOUNDER & CEO
How Deviate Can Help

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.

How Deviate Can Help

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 PROCESS

We 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 & ADOPTION

We 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 SUPPORT

We 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.

“A TRUSTED PARTNER”

Erin and her team integrated seamlessly with our group to help with our monthly close process. Deviate feels like a part of our team, not just an outsourced consultant.

CFO, Single Family Office

“EXCEPTIONAL WORK”

What matters most is the quality of the work we receive. Deviate provides high quality support in a timely manner, and we couldn’t be happier with the results.

CEO, Single Family Office

“EXCEEDS ALL EXPECTATIONS”

Working with Erin solved all of our family office challenges. She was there from day one and continued to support us with helpful advice, support, and integrity. She exceeded all of our expectations and we couldn’t be more thankful for her help.

CFO, Single Family Office

DEVIATE PROVIDES EXPERTISE IN YOUR PREFERRED PLATFORM

SEI Archway logo
Addepar logo
SS&C Advent logo
FundCount logo
Sungard logo
and more

Get Started

We’re here to help you get started, wherever you are in the process.

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