One last tax deadline ahead means that fall is here! In September, Deviate attended and sponsored the FOX Technology Selection Workshop and the 2024 FOX Technology Showcase in New Orleans. We endured our first hurricane during the conference but lived to tell about it. We had a wonderful time at the event and spent quality time with friends and colleagues.
Upcoming Deviate Events
October 9 – New York – Deviate will be sponsoring a pre-conference happy hour in Midtown. Please reach out if you are interested in attending. Thank you to our co-sponsors Omega Systems, Risclarity, and Sage Intacct.
October 10 – New York – Deviate will be participating on a panel at the Ninth Family Wealth Report Family Office Fintech Summit 2024. We look forward to seeing friends and colleagues for a great event!
In conjunction with the Fintech Summit on October 10th, Family Wealth Report would greatly appreciate your submission to their current conference feedback survey. Simply click here to participate.
Check out our full list of events here: Events | Deviate Consulting
Deviate News
The Deviate Consulting Vendor Demos page now has 47 vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search. There is no cost for vendors or family offices to participate.
Did you know that Deviate employs a diverse group of financial professionals across 13 states? We’ve never had a formal office and have always worked remotely.
Featured Demo Partner – SumIt
SumIt is a simple, sophisticated solution for complex family office accounting. A straightforward platform where family offices do more with less.
October Tip: National Cyber Security Awareness Month
If you are using ChatGPT or other AI platforms, be careful what data you are giving the system, especially if it pertains to sensitive information. If you do not use a cybersecurity firm, please reach out to us and we can provide you with a trusted resource.