Your hours go to clients, not to running AI.
Tenuit arrives with the people who deploy it. A business lead and a technology lead stand it up inside your firm, so advisors spend their time on client service and new clients.
Client service and client acquisition are the business. Let us help with the technology.
An RIA grows when its advisors are with clients. Managing models, vendors and integrations takes those hours away. We take that work on.
An AI platform for client memory and the work around it, run for your firm: the models, the connectors, the review queue and the archive.
Consulting and an engaged deployment. A business lead and a technology lead work beside your advisors and operations from the first map to the handover. The four steps are below.
Time with clients is where an RIA earns its growth. Hours spent managing AI and technology infrastructure are hours taken from that.
Deployed on the tech your firm already uses.
We work in the AI platform your firm already licenses, or in an in-house build. We take it from license to daily advisor use through skills, workflow design and implementation.
Map
Map the manual load across advisor and operations workflows, then match it to the platform the firm already licenses.
Design
Redraw the workflow around the agent: what it drafts, who approves and where the record lands. Compliance and supervision hold from day one.
Implement
Stand it up in the firm’s environment: data connections, entitlements, compliance sign-off and a pilot with one advisory team before firm-wide rollout.
Adopt
Train advisors on the designed workflows and track usage against the pilot baseline. Then hand over the runbook so the firm runs it without us.
From license to daily use. The runbook is yours when we step back.
Your advisors with clients.
Book the firm demo and walk the four steps on the platform your firm already licenses.
Book the firm demo