Process
How We’ll Get Started
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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
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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
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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
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TIME
Save time by using Deviate’s industry knowledge to streamline the process.
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MONEY
Decrease costs by starting off on the right foot from the beginning of your project.
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EFFORT
Accomplish more and make the best decisions for your family office with our experts working alongside you.
What You’ll Earn
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THE RIGHT TOOLS
Maximize the potential of your software investment by selecting the proper tools for you and your team.
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A CLEAR VIEW
Implement powerful tools that allow you to see your full financial portfolio and make the best decisions.
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THE IDEAL PARTNER
Partner with an industry expert that has a deep undertanding of your family office’s needs.
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Connect With Us
Schedule a call to find out how we can help you discover the best solution.
![](https://deviateconsult.com/wp-content/uploads/2023/04/contact-us.png)
Connect With Us
Schedule a call to find out how we can help you discover the best solution.