AI Lab for Financial Advisors

See Tendrill in action

Pick a 30-minute slot below. We'll walk you through what Tendrill can surface for your practice.

Tendrill customized to you

After we demo what Tendrill can do today, we'll ask what you'd want to see next, then get straight to building it.

Your AI engineering team

If Tendrill could be useful to your practice, we onboard you right away. We become your dedicated AI engineering team, building features specifically for your workflow, with weekly checkpoints and a direct line to us.

Direct line to founders

You'll meet the founders David and Kevin. We're honest: Tendrill is in its early phase. Your feedback shapes what ships next.

FAQ

What if I can't find a time that works?+

Email david@tendrill.ai or kevin@tendrill.ai and we'll find a slot that fits your week.

What happens after I book?+

You'll get a calendar invite with a video link. We'll also send a short note ahead of the call to ask what you'd like to see first, what client scenarios to pull up, and anything you want us to focus on. The call gets tailored from there.

Can I bring a colleague?+

Please do. Another advisor, your ops lead, or your CIO are all welcome. Just forward the invite.

Do you need my client data ahead of the call?+

No. The demo runs on representative portfolios. If you decide to move forward, you'll get full white-glove onboarding directly from the founders.