Client Portal

Overview

Access audio financial updates, key takeaways and your library of previous briefings in one place.

Workflow

Weekly financial briefings are published by the accountant, and clients receive notifications that the latest update is ready.

Clients have full access to a library of all previous briefings to review and listen to anywhere, anytime.

When briefings are put on hold because of an unsettled overdue account, the client receives a notification.

The Client Portal works seamlessly on all devices from mobile to desktop, for convenient uninterrupted workflow in the office or on the go.

Whether your client has one entity or a portfolio of several, Vennur is built to provide a seamless experience.