Offerings // Financial Advisors
AI systems for financial advisory firms
Financial Advisors
About Us
Tenre is a software and applied AI company based in Sacramento. We build custom software and AI systems for the businesses Silicon Valley forgot.
We start with the workflow that costs your team the most, scope it to one measurable outcome, and ship it into production with guardrails.
Then we host it, maintain it, and keep improving it, and we train your team to run it.
Overview
Tenre for Financial Advisors
Advisors spend significant time on meeting prep, notes and follow-up. That time comes out of client relationships and growth.
Tenre builds AI systems that prepare meeting briefs, draft follow-ups and produce client-ready documents in your brand. Systems follow your firm's compliance review process and never generate investment recommendations on their own.
Our Capabilities
What we build for financial advisors
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Meeting prep
Briefs are assembled from your CRM and prior notes before each client meeting.
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Meeting follow-up
Recaps and next-step emails are drafted from meeting notes and queued for advisor review.
/0.3
Branded client documents
Client letters, reviews and one-pagers are produced in your firm's branding and routed for compliance review.
/0.4
Firm Company Brain
Your team works in a Claude setup that knows your service model, voice and compliance rules.
Get Started
Bring Tenre to your financial advisors team
Tell us a bit about your business. We'll come to the first conversation already knowing how you operate.