Firm Portal

Overview

Manage clients, generate briefings, monitor activity and control team access in one place.

Workflow

Generate weekly financial briefings from connected client data feeds.

The accounting software integration connecting client entities to Vennur is simple.

Briefings can be published automatically or reviewed by your team before release.

You can skip a week without affecting future updates.

Briefings can be put on hold when a client has an unsettled overdue account and resumed instantly when payment is received.

The Firm Portal works seamlessly on all devices from desktop to mobile, for convenient uninterrupted workflow even on the go.

Whether your firm has a small portfolio of clients or thousands, Vennur is built to manage advisory at scale.