Insights: Risclarity and Industry News

How AI is Being Used Today by Family Offices

Written by Risclarity | Nov 25, 2024 10:05:44 PM

"A lot of the use cases have to do with reporting. With AI you can just ask the system questions," notes Erin Hulse, CEO & Founder of Deviate Consulting.

Erin shares with Mark Wickersham some of the transformative use cases she is seeing AI handle today in family offices on The Risclarity WealthTech Podcast

Full podcast with Erin can be found here.

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.

To learn more visit deviateconsult.com

Disclaimer

Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. Deviate Consulting is an independent company and is not affiliated with Risclarity.