Newsletter
October 2025
October 2025
Events
October 8th, New York – Deviate Fall Happy Hour, RSVP here!
We look forward to seeing folks from across the family office industry!
October 9th, New York – Tenth Family Wealth Report Family Office Fintech Summit 2025 – An exclusive in-person event tailored for family offices and wealth managers seeking to harness the latest advancements in technology to optimize operations and drive success. This premier gathering combines thought leadership, networking, and hands-on demonstrations of cutting-edge tools to address the unique challenges and opportunities in the industry.
Deviate News
The Deviate Consulting Vendor Demos page now has over 80 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 – Canoe Intelligence
Canoe Intelligence is a financial technology company dedicated to advancing alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms. Canoe empowers clients with technology, data, and insights to manage alternative assets more efficiently, accurately, and confidently. With a commitment to innovation and excellence, Canoe is redefining the future of alternative investment data management.
This Month’s Paws and Claws Feature:
Ivy and Fern
Our newest segment in the monthly newsletter includes Deviate team and industry folks’ four-legged friends. October’s little ladies are Deviate CEO & Founder, Erin Hulse’s pooches, Ivy (left) and Fern (right). When they aren’t enjoying a long walk, these two are the busiest members of the Hulse team, keeping after squirrels, joining in the background on Teams calls, and always keeping tabs on the neighborhood delivery drivers.
Deviate Events – 2025 (and looking ahead to 2026)
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
September 2025
Events September 2, Nashville, TN - Fox Technology Selection Workshop - Join us for the FOX Technology Selection Workshop and learn how to best assess your technological needs, select the right systems, and effectively implement change in your office. ...
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...
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...
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Customized software consulting for family offices and investment management professionals. Expertise at every step in the process.