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Wealth Managers and Advisors

Venn’s portfolio analytics platform can help construct multi-asset portfolios, evaluate investments, manage risk, and generate proposals for clients.

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Portfolio Analytics Platform

Venn Use Cases

Venn was designed for critical advisor and wealth manager workflows. Our portfolio analytics help advisors take a quantitative approach to multi-asset portfolio management, and can help deliver enhanced insights for allocation decisions. Report Lab helps you quickly construct polished reports and proposals, craft your narrative, and present with confidence.

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Model Portfolio Construction
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Manager Due Diligence
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Risk and Return Attribution
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Stress Testing and Scenario Analysis
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Reporting and Proposal Generation

How Wealth Managers & Advisors Use Venn

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Portfolio Construction

Construct multi-asset portfolios, including public and private assets, change allocations on the fly, compare investments, and stress test.

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Manager Due Diligence

Break down manager risk and return, identify factor betas and residual components (e.g., alpha), do peer comparisons, and prepare for meetings.

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Customizable Reporting

Produce client-ready reports and presentations, help comply with record-keeping rules, and eliminate manual processes.

Venn by the Numbers

250+

Clients

300,000+

Investments in Data Library

$25+ trillion

Client AUM

18

Factor Model

Venn provides insights into underlying factors contributing to both the return and risk within [client] portfolios. We are now able to dive deeper and continually track ongoing trends in order to assist in making portfolio decisions.

- Brockenbrough

* The Venn subscriber featured here was not compensated for their statements. As a Venn subscriber, their use of portfolio analytics or other Venn features and their experience could differ from your organization’s due to their particular use of Venn, the version of Venn used, or other factors. Not all subscribers will be equally satisfied. The person providing this testimonial was selected based on a variety of factors, some of which are subjective. This document is for informational purposes only. Not an offer to buy or sell securities. Click here for Important Disclosure and Disclaimer Information.

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client spotlight

Brockenbrough Streamlines Their Portfolio Analysis Process

At Brockenbrough, streamlining the time and labor intensive process of gathering data from clients’ portfolios and running analytics allows the team to spend more time interpreting the analyses.

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DIVE DEEPER

Common Questions

What is the Venn connection to Two Sigma?
Two Sigma consistently heard from clients that existing risk tools failed to address the unique needs of allocators and managers of multi-asset portfolios. Venn was created in response to such client demands for greater insight into their factor exposures as they approached asset allocation and outside manager evaluation decisions.
What goes into our Factor Model?
Venn leverages the Two Sigma Factor Lens in our platform, which consists of 18 factors in four categories: Core Macro, Secondary Macro, Macro Style, and Equity Style. The factors in the Two Sigma Factor Lens were constructed with the aim of accurately and intuitively describing risk and return drivers in institutional investor portfolios.
What is Private Asset Lab?
Venn's Private Asset Lab is a robust extension to the Venn platform, designed to facilitate seamless multi-asset portfolio analysis. It unlocks private asset data including cash flow data for ~7,000 private asset funds, fund performance data for ~18,000 funds, and fund characteristics from ~80,000 fund profiles. Private Asset Lab is subject to additional fees.
What is Report Lab?
Venn's Report Lab is a template library and report customization tool that seamlessly integrates Venn metrics, graphics, and analytics. Use it to generate insightful and fully-archived client reporting. Report Lab is subject to additional fees.
Resources

Thought Leadership

Market, Industry, and Analytical Insights

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Analyzing Private Assets

Private Asset returns are often smoothed and infrequent, reducing transparency. Venn tools can help view these assets through a public market lens.

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2025 WealthTech Americas Award

Venn is pleased to announce it has been named the winner in the Risk Monitoring and management category in the 2025 WealthTech Americas Awards.

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Three Ways to Use Venn's Report Lab

Report Lab was designed to streamline the creation of presentations and proposals, allowing you to tell your investment narrative with customization and personalization.

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