SERVICES

How We Help You

WHY OUR METHODS MATTER

Finding and implementing the right financial software takes a great deal of time and involvement. It’s no small undertaking, and there is a lot on the line. Efficiency matters. Usability matters. Security matters. In fact, there are so many critical components in the process of finding and adopting a software, that an expert partner becomes an essential resource for our clients.

Our methods matter. Our company was founded on trust, integrity, and hard work. When you bring us on as a partner, you’ll find that we bring all of that and more. Deviate brings the level of support you’ll want for your next financial software selection or implementation project.

Software Selection

The software selection process can be overwhelming. You’ll need a partner who is well versed in a wide variety of software platforms to help your family office find the right solution.

WHAT YOU RECEIVE
AN ASSESSMENT

We will perform a streamlined assessment of your needs so we can help you find the best option for your family office.

A GAMEPLAN

We’ll put together a plan to systematically evaluate software options. You’ll gain a clear view of what each option offers.

 AN RFI

Our RFIs are specific to your individual needs. We do this so that you have the very best information right at your fingertips.

 A DEMO ANALYSIS

We’ll do demos alongside your team, and we’ll be there to analyze the ins and outs of each software in the selection pool.

 A QUALIFIED VENDOR

The last thing you want to worry about is dealing with a vendor who can’t support you. Our team will help you find the right fit.

 A CONTRACT

Negotiating a software contract can be a tedious process. Let us handle it. We’ll make sure your contract checks all the boxes.

Implementation

If you’ve already selected your software, or we’ve worked together to select the perfect software for you, the next phase will involve planning, implementation, and adoption. We’ll be there from start to finish.

WHAT YOU RECEIVE
A PLAN

We’ll work together to assess your project and define the timeframe that works for you and your team. With a plan in place, implementation is always easier.

A PROJECT LEAD

We’ll serve as your lead point of contact for the implementation. This way, your software implementation initiative has a champion who will see things through to the finish line.

SYSTEM SETUP

After taking the time to understand exactly what you need, we handle all of the system setup, data aggregation, and transaction entry so you don’t have to.

 DATA VALIDATION

When you are migrating data or uploading new data to a system, data validation is critical. Our team ensures that data has been entered properly and sets a strong foundation for future users.

REPORTS

With a brand new software platform in place, the next step will be executing an outstanding reporting package. Together, we’ll come up with the most appropriate reports to gain the most effective view of your data.

PROCEDURES

With all the pieces in place, the final element of implementation is creating policies and procedures that support seamless adoption of the software and set your team up for success.

Back Office Support

Think of us as an additional team member, ready to give you the horsepower you need, whenever you need it. We magnify the power of your team by service as an ongoing back office solution. Whether you have a team member on extended leave or you are in the midst of a busy time and could use an extra hand, we are here.

WHAT YOU RECEIVE
MONTHLY REPORTING

Do you need monthly accounting and reporting? Let our team take the reins. We can provide monthly, quarterly and annual reporting packages.

  RECONCILIATION

Most of our clients find that they have an ongoing need for data and financial report validation and reconciliation. We are here to help keep you from getting buried in validation-related tasks.

 OPERATIONS

You have a lot of pieces in play – your software, your team members, and all of the data you deal with on a daily basis. We keep things running smoothly to make sure your system runs like a well-oiled machine.

Get Started

Are you ready to see how Deviate Consulting can help your family office? Our process puts you in control and allows your team to shine. 

Computer, notebook and cup of coffee on desk