It’s July (already) and it’s been hot here in Indianapolis. Our travel and events are also heating up as we have a lot on the schedule this month once again!
In June, Deviate had the pleasure of speaking on a panel at the Trusted Advisor Association TechX LA Summit, and we hosted a social event the evening before. It was great to spend time with industry professionals and meet new acquaintances.
Deviate Events
July 15 – 17, Chicago – Deviate will be sponsoring the FOX 2024 Family Office & Wealth Advisor Forum. Looking forward to seeing clients, colleagues, and friends for a great event!
July 22 – 24, Newport, RI – Deviate will be speaking at the Opal Group – Family Office & Private Wealth Management Forum 2024 – Newport. Please reach out if you will be attending.
Deviate News
The Deviate Consulting Vendor Demos website now has 40 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 offers a one of a kind “Implementation Bootcamp” for our clients who are preparing for a software implementation? This bootcamp will highlight the planning and elements of the implementation to prepare you for success.
Featured Demo Partner – Copia Wealth Studios
Copia Wealth Studios is a financial intelligence platform that brings all your investments (including Alternatives and Illiquid assets) into one elegant view.
Industry News
Risclarity expands their management team, hires family office veteran Mark Wickersham as SVP, Strategic Marketing and Business Development. In this role, Mark will be responsible for helping to communicate Risclarity’s story and unique value proportion to the marketplace and will foster strategic partnerships. Read more Here.
