July 2024

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. 

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June 2024

  The 108th running of the Indianapolis 500 happened on Sunday, May 26th. The winner this year is Josef Newgarden who secured a back-to-back victory! What was the purse for the 2024 Indy 500? $4.24 million. Not bad for a Sunday!  Deviate attended the 2024 FOX...

May 2024

  It’s May in Indianapolis, which means the 108th running of the Indianapolis 500 on Sunday, May 26th. There are 33 engines that will roar to life at 12:45pm as the green flag is waved. May is an exciting time to be in Indianapolis as summer kicks off with this...

April 2024

Hello!  Welcome to the new Deviate Consulting monthly newsletter! This newsletter will be short and sweet, and the goal is to keep you informed on things happening at Deviate, as well as tips & tricks, industry events, conferences, and featured Demo Site...

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Customized software consulting for family offices and investment management professionals. Expertise at every step in the process.