Excellent Customer Service Wins RIA Client
Atlanta Consulting Group began the search for a technology partner by interviewing half a dozen of platform vendors. It chose Venn because of the cloud-based product that provided the firm with top-notch security and compliance features.
The game changer were its mobility features and outstanding customer service during implementation.
What You Will LearnVenn's smooth transitioning process
Security features that an RIA firm value
How Venn migrated 30 years of data easily