templi Our mission is simple: make human advice scalable - without losing accuracy, oversight, or the human at the centre.
We started Templi because advisers and paraplanners were spending most of their time on admin. The tools available didn’t work inside the firm’s existing templates, systems, and standards, so the workflow stayed manual. Templi was built to fix that.
Our story
In 2024, we spent time inside advice firms and saw the same problem everywhere: advisers and paraplanners were spending most of their week on admin, not advice. Suitability reports, follow‑ups, and data entry were slowing firms down, and accuracy still mattered. It was a clear, high‑value problem that wasn’t being solved well - so we built Templi to fix it.
We started with suitability reports because they’re one of the most time‑consuming and risk‑sensitive parts of the workflow. If we could solve that reliably, we could solve the rest.
Built by people with
industry and technical experience.
Your customer facing team based in Belfast
Experience across large wealth managers and a small IFA practice, with first‑hand insight into the advice workflow Templi automates.
Engineer with 10+ years experience across large enterprises and startups, including IBM, MedTech and FinTech.
Background in marketing across tech companies and financial services organisations.
Works directly with advisers and has hands‑on insight into how advice firms operate.
Where we’re headed
We started with the hardest part of the process - complex suitability reports and are expanding from there. Templi 2.0 brings two connected capabilities inside one workflow:
Templi Paraplanner — uses structured information to produce suitability reports and supporting documents.
Templi Adviser — captures structured information from client meetings and makes it available for the work that follows.
Together, they support more of the advice workflow — without changing how firms work.
See Templi on
your own templates.
A 30-minute demo with a real paraplanner running through a real case in your firm’s template.