Rev. Date June 22, 2020

What are the key differences between Venn and Venn Pro?

Venn

Venn subscribers have access to factor insights as well as our library of investments for instant analysis. In addition, Venn subscribers can also upload their own investments and run analyses on ten different investments (whether uploaded or from Venn’s library) on a monthly basis. Many, but not all, analyses are available for capped use in this version. Note that the cap is set at the organization-level, and is shared among any individual authorized users of that organization.

Venn Pro

Venn Pro subscribers have uncapped access to Venn’s current features and analyses. Venn Pro subscriptions also come with a dedicated Venn relationship manager who provides 1:1 support on how to maximize value from Venn - including onboarding assistance, output reviews and access to our product and research teams. Additionally, certain Venn features are only available within the Pro tier, including integrations, optimization, scenario analysis, portfolio building, and performance attribution.

Please reference the table below for a summary of key differences between the two tiers. Note that this is not an exhaustive list of all the features available, and it is subject to change.

What are the differences between Venn and the previous version of free Venn?

Before June 2020, the free version of Venn provided subscribers with uncapped access to investment-level analysis and allowed this uncapped access to a broader suite of features than the current free version of Venn. The new Venn provides subscribers with access to a wide range of analyses but with a monthly cap on the number of investments that can be analyzed by each organization. Venn subscribers can continue to use Factor Insights without any caps.

How do I sign up for Venn Pro?

If you are interested in exploring Venn Pro, click here to contact us.

When do existing Venn Free users move over to Venn?

Any active subscribers of the free version of Venn who signed up prior to June 23rd will retain uncapped access to investment-only features through September 15th, 2020. Unused accounts that have no logins or other activity between June 23rd and July 22nd will be moved to the new version of Venn by the end of July 2020.

Where can I read more about the changes?

Read more about the changes here.

This document highlights certain aspects of the differences between Venn and Venn Pro. Venn Pro charges fees and Venn does not currently charge any fees. However, it is possible in the future fees may be charged for this tier or for certain functionality in this tier. The availability of features, caps on usage, and other aspects of each tier are subject to change. As an overview, this document does not discuss all material facts or assumptions. Please seeImportant Disclosure and Disclaimer Information.

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