In this episode, Mark Wickersham discusses with Erin Hulse, CEO & Founder of Deviate Consulting:
About Erin Hulse
Erin Hulse is the Founder of Deviate Consulting, which focuses on software selection, implementation, and accounting services for single and multi-family offices.
Erin works with family office organizations such as Family Office Exchange (FOX) and Family Wealth Report (FWR) to provide industry knowledge via her articles, blogs, and panel discussions. Ms. Hulse has been leading Deviate Consulting since 2015, and is based in Indianapolis, IN.
About Deviate Consulting
Deviate Consulting focuses on back office accounting and software consulting for family offices, investment advisors, hedge funds, fund administrators, small businesses and business owners throughout the world. Software focus includes QuickBooks and multiple investment/fund accounting, portfolio/partnership accounting and wealth management suites prominent in the industry.
About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.
About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representatio...
