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 custodian; 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.

Your export, always on.

Start a pilot
Firm$—PLATFORM + SEATS

Compliance queue, disclosure controls, retention policy.

Outcome reporting — never activity surveillance.

Brand & voice, firm-wide.

Escrow + contractual export.

Talk to us
Pilot90 days

Five advisors, full firm features.

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

Exit with your data either way — the export works on day one.

For firms →

What do I cancel?

Your standalone meeting note-taker, and the prep documents you assemble by hand. Keep the CRM, keep the custodian, keep the calendar — Tenuit reads them so you stop re-typing them. If after ninety days the file has not earned its seat, the export takes everything you wrote with you.

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.

Tenuit. We’ll write back within a day — a person, not a sequence.
— THE TENUIT DESK
That didn’t go through. Email hello@tenuit.co and we’ll pick it up.

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.