Newsletter

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 annual event!

Deviate attended the Family Wealth Report Family Office Fintech Forum 2024 | Clearview Publishing in New York on April 18th. It was a great day of vendor demos and networking. We also hosted an industry happy hour while we were in town and got to see so many familiar faces, as well as meet new friends and colleagues. Thank you to everyone who attended! Check out the pics HERE!

Deviate Events 

May 7 – 8, 2024, Miami – Deviate will be attending the 2024 FOX Global Investment Forum: Investing in an Age of Change | Family Office Exchange in Miami on May 8th. We are hosting an industry happy hour on the evening of May 7th, so please contact us if you are interested in attending. 

Other Industry Events (US) 

May 2, 2024, New York – The Eleventh Annual Family Wealth Report Awards 2024 | Clearview Publishing

May 14 – 15, 2024, Fort Lauderdale – East Coast Family Wealth Conference: TTI/Vanguard (ttivanguard.com) 

May 20 – 21, 2024, New York – SALT iConnections: SALT New York 2024 | iConnections

Deviate News 

The Deviate Consulting Vendor Demos website is live and adding new family office technology vendors each week! 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 – Summitas 

Summitas | the award-winning platform for client-facing businesses brings a new level of engagement between families, family offices, and wealth advisors to organize, protect, and share everything digital. 

May Tip – Uploading Historical Data in an Implementation 

A common question that comes up at the beginning of an implementation is, “When can we import our historical data?” Historical alternative investment data needs to be imported at the onset, but we advise waiting until phase two of the implementation for marketable data. Going live on the system is the top priority, and historical data should come second. Depending on timeline and budget, many clients opt out of historical data entirely, or an abbreviated version.