Venn adds report solution to portfolio analytics platform

by Jon Whiteaker 14 August 2023

Venn by Two Sigma, a portfolio analytics platform used by asset owners, asset managers and advisers, has launched a new tool for producing reports and proposals.

Report Lab will allow Venn users to better communicate data-driven portfolio analysis through polished presentations and reports generated via one tool embedded in the Venn platform.

“With Report Lab, investment teams can clearly communicate proposed strategies and make deep quantitative analytics easy to understand across multiple audiences,” said Marco Della Torre, CEO of Venn.

Report Lab is able to incorporate Venn’s existing suite of tools and can also combine analytics from multiple sources.

The new report function was beta tested by Venn client NewEdge Wealth, a registered investment adviser whose clients include ultra-high-net-worth families, family offices and institutional clients.

John Straus, president and managing partner of NewEdge Weath, said: “There was a clear need in the marketplace for a flexible tool that could translate quantitative insights into easily digestible reports and form a foundation from which we could launch qualitative discussions about risk and return with our clients.

“We welcomed the opportunity to iterate with Venn on developing a tool with the end user in mind, and we look forward to continuing to collaborate on Report Lab and future initiatives."

Categories: NewsReporting & Transparency Reporting softwareTechnologyReporting software

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