How to Leverage Venn to Work From Home

With the current state of affairs, many colleagues, including Venn users, have to work from home. While it may not be ideal for some people, there are ways to stay productive, and we wanted to highlight how Venn can help you to remain as productive as possible while working remotely.

Invite colleagues to use Venn*: Depending on your type of Venn tier, you may be able to invite up to 4 additional team members to join your Venn account and collaborate with them. To invite colleagues, simply click on the “Invite Teammates” icon on the left of your screen and follow the instructions.

Virtually collaborate with colleagues: Share analyses with your colleagues who have access to Venn via URL; click on the share button on the top right of your screen and the URL will be copied to your clipboard. Use any messaging/emailing app to share it with your colleagues. Alternatively, you can use the copy image option through Venn’s sharing capability.

Save custom analysis templates: Another great way to share the analyses that you frequently use is to build custom templates where you can include the analysis blocks you use the most and that are relevant to your teammates. To set it up, click on settings on the bottom left of your screen and select “Workspace Configuration”. On the bottom of that screen, you’ll find the “Manage Analysis Templates” section. Click on the icon on the left “Create a new template” to start building your own templates.

Secure your data: Enable two-factor authentication. Given that some people may be working from less secure networks, it’s important to protect your data. For that, Venn offers two-factor authentication, which is very easy to set up. On the bottom left of Venn’s screen, click on the settings icon and then on the second to last item, “Security”. Once you enable it, you can choose to authenticate via your cell phone or Google Authenticator. Next time you log in, you’ll have to authenticate using the method you selected above.

Update your performance: Keep your investments/portfolios updated. Now that you’ll be collaborating remotely, it’s important that your whole team is working using the most updated returns. Ensure you have uploaded the most recent versions of your return streams. If you haven’t, it’s very easy to do — click on the left menu of your screen on the “Upload Investments” item and upload a file from your computer or paste the returns directly on the screen.

Make sure to also read our latest blog post on Three Ways to Assess the Impact of Coronavirus on Your Investments With Venn. If we can be helpful in any way, please let us know!

* Venn Pro includes access to up to 5 licenses, while the free version of Venn only includes 1 license.

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