Newsletter
August 2025
August 2025
August Events
Deviate had a great time at the 2025 FOX Family Office & Wealth Advisor Forum in Chicago. We were able to catch up with clients, colleagues, and friends, as well as participate in a panel discussion on Optimizing Technology: Best Practices for Selection, Implementation, and Outsourcing. Another great event!
Next Up: September 3 – 5, Nashville, TN – 2025 FOX Technology and Risk Management Showcase Hear from tech leaders and visionaries in the family office industry as technology continues to evolve at an unprecedented pace. Connectivity, integration, and next-generation computing are driving changes those involved with family office operations and technologies need to know.
Shout Outs – Thanks to Modus News for the article featuring our CEO, Erin Hulse. We appreciate you sharing our story!
Erin Hulse’s 10 Unexpected Years of Consulting Family Offices on Tech
Deviate News
Time flies when you’re having fun. We are celebrating Deviate’s 10-year anniversary, and throughout summer, we’re spotlighting some of our amazing team members that have been part of the journey.
WendyMcCoy’s career has been centered around technology to improve efficiency and outcomes across a wide range of industries and practical applications. In her day-to-day, user-centered design and design-focused thinking ensure that what she does for clients fully addresses the right problems and the highest success in the finish line to solutions.
Joann Penner has shifted from one side of the desk as an accountant, controller, and supervisor of financial teams to the other side of wealth tech, implementing accounting software and workflows. The efficiency and use of automation in the accounting cycle drives Joann’s passion and provides her with a great source of accomplishment.
Allie Gray’s expertise has been a fantastic addition to our team this year, helping Deviate’s clients navigate the Archway system. Previously, she worked for nearly seven years at SEI Archway on the Client Relations team and has since become an Archway System Consultant, helping groups like Deviate and our clients understand the software more thoroughly.
The Deviate Consulting Vendor Demos page now has 72 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.
Featured Demo Partner – Mantle | Private Assets. Modern Solutions.
Cap tables, employee stock option plans, board actions, and more — all in one seamless platform.
Deviate Events – 2025
Check out our 2025 Events Page! We are continually adding events as they are announced. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com.
Past Newsletters
July 2025
July Events July 14 – 16 – Chicago – We will be attending the 2025 FOX Family Office & Wealth Advisor Forum at the Swissotel. Please reach out so that we can connect! Deviate News Time flies when you’re having fun! We are celebrating Deviate’s 10-year...
June 2025
June Events June 3 – 5 – Atlanta – We will be attending the Sage Future conference for the first time! Please reach out if you will be there. June 24 – 25 – Chicago – We will be sponsoring the K1x User Conference at the University of Chicago. Excited for our first...
May 2025
We had a busy April with travel, conferences, and happy hours. Connecting with old and new friends is always good for the soul. Deviate Happy Hour Thank you to all who came out to our happy hour in New York! As always, it was our pleasure to host, and...
April 2025
Finally, more travel and warmer weather! We are looking forward to connecting in person this month. Upcoming Events April 8-9 – Latam Family Office Investment Summit, Mexico City – Deviate will be creeping around the investment summit, enjoying Mexico...
March 2025
We are finally thawing out here in Indianapolis! Looking forward to our spring travel and conference schedule. Upcoming Events April 24 – Family Wealth Report Family Office Fintech Forum - Deviate will be participating in this annual Family Wealth...
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Customized software consulting for family offices and investment management professionals. Expertise at every step in the process.