Templi is the AI-native connector for the advice workflow — capturing context from your meetings, expressing adviser reasoning in your firm’s templates, and handling the admin work that follows inside the stack you already use.
insert client name presently has the following pensions insert whether or not the client's pension(s) are crystallised or uncrystallised:
| Company | Plan type | Regular contribution | Fund Value | Transfer penalty |
|---|---|---|---|---|
Note the available tax free cash from the client's existing pension in both monetary terms and % of the fund.
Note whether or not the client's existing pension contains any guarantees or protected/safeguarded benefits
Your insert client's pension provider name pension policy is invested in stock market investments — and will therefore continue to fluctuate up and down in value.
| Provider | Account | Asset class | Value | Weight |
|---|---|---|---|---|
insert valuation basis and disclosures
Advisers run better meetings. Paraplanners automate everything that follows. It’s seamless, automatic, and fully traceable.
Templi Paraplanner generates suitability reports inside your firm’s compliant templates, runs automatic fact‑finds, lets you chat with your client data, and creates any document you need, whenever you need it.
| Income Category | Company Pension | Edit Remove |
| Description | Workplace pension (previous employer) | |
| Frequency | Annually |
A desktop app for advisers during client meetings. Transcribes the conversation, drafts firm-branded notes, creates or updates client records, and delegates every follow-on task to Paraplanner.
Annual review with Katie Doe, covering retirement planning and risk appetite after the Q1 market drawdown. Katie introduced her brother, Jack Sleator, who wishes to onboard as a new client.
The adviser runs the meeting. The paraplanner agent picks up the work. Every task flows into your existing back-office with provenance, versioning and human review at every step.
Intelliflo Office 
Iress Xplan 
Plannr 
OneDrive 
SharePoint Templi is built for advice. Every output has a source. Every version is signed. Every step is reviewable and under your control.
Every generated passage cites the data it was drawn from — client file, meeting transcript, CRM field. Click any line to see its sources.
Locked wording, firm disclosures and regulated sections are preserved. Templi writes only where you tell it to.
Every draft is versioned. Every change is diffable. Human approval is required before anything leaves your firm.
Advisers stay in control at every step — nothing is sent without human approval.
The system is intuitive and simple to use, whilst producing top quality outputs. In a space which is starting to fill up with providers who try to do multiple things, Templi are focusing on one solution and ensuring that is done as well as possible. What is most impressive is the speed of developments to enhance the system and improve the user experience, and the guys are continually open to feedback and suggestions. Templi is a win for any advice firm.
Templi has been really useful in giving back the time spent on writing suitability letters to our paraplanners. The team, in particular, Dan has been very attentive to any problems we have experienced. We find that Templi is super clever in the way it generates facts from the data sheets that we input to answer prompts within the suitability letter. This has saved an incredible amount of time in our processes.
The versatility of Templi has really impressed me, particularly with the recent updates — I've found it an incredibly useful tool when amalgamating notes from client meetings into a coherent fact find, and for compiling reports on portfolio performance. The team at Templi have been fantastic. They're really quick to respond to feedback, seem to be constantly working on fixes and improvements, and are generally really nice to deal with — it fills me with confidence for the future.
Templi is a connector, not a replacement. Your CRM stays your system of record. Templi makes it flow.
The most common questions we hear from advisers, paraplanners, and heads of advice. If yours isn’t here, just ask.
Three things. A brand‑new desktop app — Templi Adviser — for client meetings. Major agentic upgrades to Templi Paraplanner, including automatic fact‑finds, chat‑with‑your‑data, ad‑hoc document generation, and research extraction from policies. And our first set of integrations with Intelliflo, SharePoint, and OneDrive.
Anything you have a template for. Templi can generate long, detailed suitability reports, run fact‑finds, produce review packs, meeting summaries, and more. If it’s in Word, Templi can draft inside it — no page limits, no complexity limits.
Yes. You can import your existing Microsoft Word templates or build new ones from scratch. Mark the sections Templi should fill, hide, or replace, and you’re ready to go. If Word can do it, Templi can do it.
Templi continuously monitors official government sources to stay aligned with current regulations and tax rules. You can also add your own firm‑specific guidance or updates whenever needed.
Documents, presentations, spreadsheets, images, and audio files.
Watch Adviser and Paraplanner take a real advice case from meeting to report in 30 minutes.
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