Firm Portal

Overview

Built for modern advisory practices, Vennur's firm portal is the centralised workspace that delivers business insights and transforms data into clear conversational audio financial briefings.

Workflow

Generate audio financial briefings from connected accounting data, then publish automatically or review each update before release. Access everything from onboarding client entities and managing software integrations, to billing and managing cadence subscriptions.

Team members can get up to speed on any client by using Business Intelligence, an up to date summary of all essential performance metrics. In addition, browse every published briefing.

Admin users can set firm-wide defaults, assign staff permissions, and grant or revoke access.

The audit trail records who did what and when, while discontinued entities can be securely managed through Recycle, without disrupting active clients.

Whether supporting a handful of businesses or thousands of connected entities, the Vennur firm portal delivers a consistent modern advisory experience.