Integration & ETL
Reliable pipelines pull from every system you run, CRM to accounting to portfolio to alternatives, on a schedule you trust.
One source
of truth.
Owned by you.
For firms where trust, judgment, and execution matter.
We build a unified data foundation that connects the systems you already run, surfaces them in one place, and stays under your control. Built in six weeks. Yours from day one.
Scroll to exploreGreat tools. Talking past each other.
Most firms run on four or five serious platforms: CRM, accounting, portfolio reporting, alternatives. Each one does its job. None of them holds the whole picture.
So the data lives in silos that don’t reconcile, and reporting is manual, brittle, and slow. Hard to manage, and harder to build on.
And every manual hand-off between systems is an exposure your team has to catch, explain, and defend.
You don’t have a tools problem.
You have a
connection problem.
The answer isn’t another system, and it isn’t another module from the same vendors. It’s a connection layer you own: one clean, governed source of truth above the stack. Own that layer, and every vendor underneath becomes a choice rather than a dependency. You keep what earns its seat, and replace what doesn’t, on your schedule.
A data foundation you own.
Data Warehouse
A single, governed source of truth: clean, documented, reconciled. The place every number agrees.
Your Repository
The whole build lives in a version-controlled repo. It is your intellectual property, fully documented.
BI & Reporting
Live dashboards on unified data. The answers, without the spreadsheet archaeology.
You can automate anything. The question is what moves the bottom line. So we work in order: stabilize the infrastructure, optimize the data flow, then innovate on what the data shows. The foundation is steps one and two, built on your existing footprint, and AI-ready the day you choose step three.
Six weeks, three phases.
Platforms in this space quote six to twelve months. Your team is hands-on by week three.
Implement & Scope
Vendor API requests filed on day one. Map every source, define the model, lock the single source of truth.
Build & Hands-on
Pipelines, warehouse, repo, and BI stand up. Your team is working with live data by week three.
Refine, Test & Train
We refine to exactly what you want, test it against your reality, then ship the dashboards and train your team.
Operate
We keep it healthy and current while your team takes the wheel.
You don’t rent this. You own it.
- The data warehouse, your single source of truth
- The pipelines from every system
- The full, documented code repository
- The BI instance and its dashboards
- An audit-ready data trail your compliance team can stand behind
- A team trained and confident to run it
No black box. No dependency on us to read your own numbers. And no surprise spend: budgets, access controls, and usage governance are part of the build.
Built on fit, not volume.
We partner with founder-led and closely held firms: wealth managers, advisories, and operating companies running four or five serious systems that have outgrown their connections. We take on a small number of builds each year. Not because of capacity, but because the work only succeeds when there is genuine alignment between founders, leadership teams, and the challenges in front of them.
A clear, contained commitment
A fixed build fee, half up front. Scope, architecture, and the build under way.
The other half, due only when the build is finished and you’ve accepted it.
A flat monthly engagement to operate it: run, maintain, govern, and evolve.
We start with a conversation and go from there.
We build it, then we hand you the keys.
Tenon is a private partner to firms where trust, judgment, and execution matter. We collaborate with your leadership, build to a standard, and leave you owning the asset, not tied to us.