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Our Solution

Report Lab

Customizable, Flexible, and Archivable. Quickly construct polished reports and proposals, craft your narrative, and present with confidence.

Why Report Lab?

Our clients use Report Lab to seamlessly generate insightful and fully archived client-ready reporting. Choose from our library or create templates powered by Venn metrics, graphics, and analytics to communicate clearly and effectively with any audience.

Create Customized Reports and Presentations

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Customization

Use your logos, images, text and disclosures. Combine analytics from multiple sources in a single report.

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Ease of Use

Edit and import Venn analytics, charts, and tables. Update and recalculate reports in real-time.

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Roles and Permissions

Save, search, and access all reports. Manage access internally and externally.

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Compliance

Permissions-based access and ability to deduct advisory fees to help stay compliant with regulatory rules.

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Efficient Reporting

Report Lab helps eliminate manual processes and enables you to quickly produce professional reports and proposals in a repeatable manner.

Report Lab is subject to additional fees.