October 2026

October 2026

With Q4 newly under way, we know that many firms are looking at their goals for 2027 and getting things in order for new initiatives ahead of next year. If your list includes new technology, an implementation, or assistance with back office services, we hope you can catch us this month via our planned events or check out our website.

Thank you to all who attended our happy hour in New York last month! Special thanks to our sponsor-partners, Archway Group, Stavtar, & Vi4 Wealth. If your firm might have interest in sponsoring with us in the future, please contact anne@deviateconsult.com.

Also last month, did you catch our FIRST EVER Deviate-hosted Webinar with KnowLedger?  You can watch the recording here! It was a great opportunity for family offices seeking software solutions to see an in-depth demonstration and share questions as we sat down with KnowLedger Founder and CEO, Ryan Kerry. If you are a vendor interested in participating in a future webinar with us, simply reach out to anne@deviateconsult.com.

Events

October 14th, 1pm ET, Virtual – Under the Hood: Software Vendor Deep Dive with Archway – Join us for an interactive, scenario-based demo, focused on real-world workflows, integrations, reporting, and implementation, featuring a 45-minute live session and Q&A with Archway Director, Christopher Rose. Register HERE!

October 19th, New York, Family Wealth Report, Family Office Fintech Summit – This in-person event will explore how fintech is transforming operations, decision-making and long-term value creation across multi-generational family offices. Join senior family office principals, COOs, investment executives and leading solution providers for forward-looking discussions, practical case studies and interactive sessions that cut through the noise around emerging technologies and digital adoption.

Deviate News 

The Deviate Consulting Vendor Showcase now has 108 participating vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search. 

Featured Demo Partner – Archway

Founded in 2002, Archway Group is a leading provider of technology and services for family offices, private banks, wealth advisors, and alternative asset managers, delivering enterprise-class solutions that streamline complex partnership, portfolio, and corporate accounting alongside bill payment, investment management, and multi-asset class data aggregation. With more than $850 billion in assets on its platform, Archway has redefined how the world’s most sophisticated family offices and financial institutions serve their clients. Originally launched as Archway Technology Partners, the firm quickly distinguished itself from legacy providers through its highly configurable platform and culture of exceptional service; a combination that continues to drive its market leadership as it develops award-winning technology and services that set the standard in private wealth management.

Deviate Events – Looking to 2027

We are always planning future events and opportunities to connect. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com.