Process
How We’ll Get Started
Initial Call
It all starts with a phone consultation. You get to know us and we get to know you, your family office, and your needs.
What to expect
- Discuss your pain points
- Review your current software & tools
- Explore your goals
Onsite Consultation
We come to you for an in-person consultation and an in-depth assessment of how we can help you solve your current challenges.
What to expect
- Evaluate your current processes
- Dig into details of your current challenges
- Create a project plan with clear next steps
Optimal Solution
What to expect
- Define software attributes that are most important to meeting your goals
- Detailed RFI for vendor selection
- Focused software demos that analyze the details
What You’ll Save
TIME
Save time by using Deviate’s industry knowledge to streamline the process.
MONEY
Decrease costs by starting off on the right foot from the beginning of your project.
EFFORT
Accomplish more and make the best decisions for your family office with our experts working alongside you.
What You’ll Earn
THE RIGHT TOOLS
Maximize the potential of your software investment by selecting the proper tools for you and your team.
A CLEAR VIEW
Implement powerful tools that allow you to see your full financial portfolio and make the best decisions.
THE IDEAL PARTNER
Partner with an industry expert that has a deep undertanding of your family office’s needs.
Connect With Us
Schedule a call to find out how we can help you discover the best solution.
Connect With Us
Schedule a call to find out how we can help you discover the best solution.