We are finally thawing out here in Indianapolis! Looking forward to our spring travel and conference schedule.
Upcoming Events
April 24 – Family Wealth Report Family Office Fintech Forum – Deviate will be participating in this annual Family Wealth Report event. The Family Wealth Report Family Office FinTech Forum will explore critical themes shaping the future of family offices, with a special focus on leveraging new technology.
April 23 – Deviate Pre-Event Happy Hour – Stay tuned for our pre-event happy hour in Midtown. Additional details to come.
Past Events
February 18 – 21 – FOX Winter Technology & Risk Management Days (virtual) – Deviate participated in this event showcasing our offering on “Post Implementation Review: Where Do We Go From Here?” Attendees learned about the importance of a Post Implementation Review and how to make sure their organizations are getting the most out of their investment in a new software platform.
Deviate News
Time flies when you’re having fun. We are celebrating Deviate’s 10-year anniversary. We will be including tidbits about our journey as well as our amazing team in the coming months.
The Deviate Consulting Vendor Demos page now has 53 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.
Featured Demo Partner – Vanilla
Vanilla is the leading all-in-one estate planning software for advisors. Vanilla makes every stage of the estate planning journey simple, for you and your clients, whatever their level of wealth.
Deviate Events – 2025
Check out our 2025 Events Page! We are continually adding events as they are announced. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com.