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BROKER-DEALER

WEALTH MANAGEMENT

Evolving a Local Solution for Financial Advisors

With dozens of clients and hundreds of users, tru Independence wanted an elevated user experience in a virtual desktop that wouldn’t compromise productivity and security.

CASE STUDY

ACCOUNTING & AUDIT

BANKING

Flexible IT Solution for Accounting Firm

A family–owned accounting firm was thinking about moving their IT into the cloud. They needed a solution that understands their needs.

CASE STUDY

WEALTH MANAGEMENT

INSURANCE

Excellent Customer Service in SaaS

Customer service is highly valued by Atlanta Consulting when they are reviewing vendors. Learn how Venn became a long–term partner.

CASE STUDY

BROKER-DEALER

WEALTH MANAGEMENT

Scalable Solution for Broker-Dealers

SPIRE Investment Partners needed an easy way to deliver secured access to their trading platforms to its advisors. Learn why Venn was their preferred vendor solution.

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Evolving a Local Solution for Financial Advisors

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