Asked and answered.

The file of record for what a financial advisor knows about a household. The custodian holds the numbers; the CRM holds the records; Tenuit holds your judgment — dated, signed notes — and assembles briefs, stories, and answers that cite them, fact by fact. The name is Latin: he or she held.

No. Tenuit reads your CRM and your calendar, and takes custodian positions by CSV upload — it does not replace them. It replaces the standalone meeting note-taker and the prep documents you assemble by hand. Keep the CRM you run; Tenuit fills the systems column from it so you stop re-typing what it already knows.

Connectors read the systems you already run. Microsoft 365 (email and calendar) and Slack are live; Schwab positions come in by CSV upload. Salesforce and other CRMs are built and not yet open, and Google Workspace is open to test users only. The register on the security page is the list to trust. Connectors read by default; the few things they write are named in the register, and nothing a connector reads is filed as your note.

Every fact drawn from the file carries its citation. Assembly drafts — from your notes and the records it reads — and assembly is never a source. A quote is checked against the source text, not graded by the model. When the file cannot answer, it says so: nobody has asked him — that question is yours.

Both promises hold at once — that is the honest split. The firm keeps the working file: every approved artifact with its review trail, every system record, the working join that keeps briefing whoever holds the relationship next. The advisor keeps her authored notes, with her name on every one; an export she can take with her is planned, a term we will contract on once Tenuit is a legal entity.

The file still briefs her successor — Eliana’s name included. Her notes carry her name, and an export for her to take them with her is planned. Clients leave when the person who knew them does; the split exists so that what mattered is already in the file when that day comes.

No. We do not train or fine-tune any model on client transcripts, notes or artifacts, and Deepgram is called with its model-improvement opt-out set. The security page sets out what exists today and what we intend to contract on.

A per-advisor monthly seat for the file, the console, and capture in every mode; a firm tier adds the compliance queue, disclosure controls and retention holds. Priced like what it replaces — your note-taker and the hour before every review. The pricing page has the tiers; the pilot pack has the numbers.

Leave an address in the form below. We write back within a day — a person, not a sequence — with a 20-minute demo on households shaped like yours, the security review pack, and pilot pricing: five advisors, 90 days, full firm features.

Every approved client artifact carries a disclosure block and a named approval, and each approved version is archived write-once for six years. A rejection requires a written note. Nothing is deleted today: a CCO can place a retention hold on a household and pull an evidence pack, and a retention schedule your firm sets is planned. RIAs answer to the SEC and the states, and the file’s native shape is the one an examiner asks for: dated, signed, traceable.

Today an approved artifact downloads as its archived document, and a CCO can pull an evidence pack. A full export is planned: advisor notes at any time in a documented format, without vendor approval or fees, and firm data on termination, with escrow held by an independent agent. These are terms we will contract on once Tenuit is a legal entity; the review pack says which are ready.

There is no SOC 2 report — not Type II, not Type I. We are building the controls; no auditor is engaged and no observation window has started. The review pack says which controls exist today. The security page sets out what exists and what we intend to contract on — and if a promise there is not in your contract, treat it as not made.