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Trusted Data Security for Wealth Management Teams

Venn’s Virtual Desktop Alternative empowers wealth management teams with a new solution to stay productive, protected and private while working locally from any device.

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Venn VDI Platform for Wealth Management teams

A True Virtual Desktop Alternative for Wealth Management Firms

Legacy VDI solutions are complex and expensive to maintain, and too often fail to live up to modern users’ expectations. Today’s users need a solution that is discreet, empowers productivity and prioritizes comprehensive data security.

Venn VDI solution for wealth managers

A Local Experience from Any Device

Advisors and wealth management professionals want to be able to work from anywhere and connect with clients and services from the device of their choosing.

Venn’s LocalZone™ technology creates a smart, secure perimeter around sensitive company and client data on a user’s desktop, laptop, tablet or smartphone.

Venn streamlines compliance for wealth managers

Enhanced Compliance, Reduced Complexity

Wealth management firms face the constant threat of cyberattacks and compromised client data.

Venn streamlines compliance onboarding, administration and monitoring while keeping OPEX and CAPEX in check.

Venn gives wealth manages peace of mind when using their VDI tool

Ease of Video Conferencing Tools

Wealth managers and advisors are in the business of providing assurance and peace of mind.

Venn gives the wealth management business the power to communicate with valued clients via videoconferencing and other modern tools without compromising security or experience.

A Breakthrough Virtual Desktop Alternative

Venn is the industry’s first Virtual Desktop Alternative (VDA) for regulated industries and security-minded firms. Venn’s patented LocalZone™ technology creates a smart, secure perimeter around a user’s work applications and data.


    Venn allows users to work locally the way they want to on the devices of their choice, from anywhere.

    Venn protects work files and data from accidental or malicious exfiltration, compromise or loss.

    Venn separates digital work from personal computing and ensures employees that their non-work related activities are not monitored.
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Venn Platform for Security Minded Firms

Freedom Without Compromise

Venn is trusted by over 700 companies, including 400 financial services firms such as Fidelity, Guardian, and Voya.

A large financial services firm focusing on wealth management

Customer Spotlight

An aggregator of broker dealers with 2,000+ advisors was looking for business efficiencies but had siloed technology and an inconsistent security infrastructure. The CTO was then made responsible for increasing profitability on a new line of business. They decided to build everything in-house and were unsuccessful with building an offering they could resell.

The Results

The client worked with us and were able to leverage our offering into a product they could easily resell.

200-user contract signed

Eliminated technology silos and security inconsistencies

Reduced complexity giving users a single login

Enabled BYOD from anywhere increasing productivity

Incremental Revenue on new line of business added to offering

Venn Application Catalog

Explore Our Application Catalog

Venn integrates seamlessly with many apps and tools in a single unified app launcher, centralizing user management and automating access workflows.

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Compliance with Industry Standards

Venn ensures compliance with all current cybersecurity regulations which require development and implementation of mandatory policies, principles, standards and guidelines.

Discover the Virtual Desktop Alternative

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