Priced like what it replaces.

Tenuit replaces your note-taker, your meeting-prep documents, and the hour before every review. It reads your CRM and calendar; it does not replace them.

Advisor$—/ADVISOR · MO

The file, the console, capture in every mode.

Briefs, stories, and the review queue.

Unlimited households and heirs.

Approved artifacts export as documents.

Start a pilot
Firm$—PLATFORM + SEATS

Compliance queue, disclosure controls, retention holds.

Outcome reporting — never activity surveillance.

Brand & voice, firm-wide.

Export and escrow terms (planned).

Talk to us
Pilot90 days

Five advisors, full firm features.

The 30/60/90 success plan built into onboarding.

For firms →

What do I cancel?

Your standalone meeting note-taker, and the prep documents you assemble by hand. Keep the CRM, the custodian and the calendar — Tenuit works beside them so you stop re-typing what they hold.

REQUEST ACCESS

Put what you know on the record.

Pilots open a few firms at a time. Leave an address and we’ll write back with a working demo on your kind of clients.

No newsletter. No drip campaign. Your address is used to reply and then kept out of everything else — the same way we treat your clients’ data.

WHAT YOU’LL GET BACK

A 20-minute demo on households shaped like yours · the security review pack · pilot pricing for five advisors, 90 days.

THE DEMO ENDS WITH A 0% BRIEF WITH YOUR NAME ON IT.