01
Upload
Bring in policies, schedules, appraisals, ownership records, and the context around them.
The Ventoro platform
A connected view of risk, built for the way private-client advisors work.
One place to organize the file, understand what is true, make sound recommendations, and keep the client conversation moving.
Portfolio overview
Whitmore Family
Last reviewed today · 12 of 16 items verified
Connected assets08across 4 entities
Coverage layers14policy relationships
Open signals032 need information
Risk mapConnected portfolio
View all WFResidenceTrustYachtUmbrella
VerifiedNeeds information
Next signalReview ownership
HighThe deed lists the Whitmore Family Trust. The declarations page lists two individuals. The trust endorsement has not been provided.
Policy declarations · Page 1
Evidence linkedOpen review
Ownership and named insured require review
Updated art appraisal date requested
Excess liability options prepared
One consistent workflow
The right signal, at the right moment.
A guided path from source documents to advisor-approved action—designed to keep context intact at every step.
02
Verify
Confirm extracted facts and make the missing pieces clear before they become assumptions.
03
Connect
Relate assets, owners, policies, limits, and umbrella layers into one portfolio view.
04
Analyze
Surface evidence-backed signals, gaps, and decisions worth discussing with the client.
05
Approve
Keep the advisor in control of language, recommendations, and next actions.
06
Present
Create a client-ready review that explains the portfolio without flattening the nuance.
Built for confidence
Keep the evidence close to the insight.
When a finding matters, your team can open the document and page behind it. That makes review easier to trust, explain, and revisit.
- Evidence linked to source documents
- Clear distinction between verified and open
- Advisor approval before client-facing output
Evidence-safe finding
Ownership and named insured require review
The deed lists the Whitmore Family Trust. The declarations page lists two individuals. The trust endorsement has not been provided.
Chubb Masterpiece Home Policy Page 1 · Source linked
See it in the sample review Your data stays within your firm’s authorized environment.Ventoro is designed around tenant-scoped workspaces, evidence-linked recommendations, and advisor control.
Ready when you are
Give the review a stronger center of gravity.
Explore the fictional sample review, or speak with us about a private agency pilot.