A desktop app that sits quietly through your client meetings — in-person or on video — then transcribes, produces firm-branded notes, and hands every follow-on task to Templi Paraplanner.
Templi Adviser reads the calendar you already use and surfaces each meeting when you need it. Capture starts with one click — in the room or on a call — and the client context from your CRM is already there.
A structured write-up in your firm's template by the time the meeting ends. Objectives, actions, changes in circumstance — all captured.
Changes in the client's personal or family circumstances since last review — health, family, dependants, caring responsibilities.
Updates to income, outgoings and debts since the last review.
22 April 2026 · Carrington WM
After every meeting, new prospects become clients and existing records get updated — directly in Intelliflo, Xplan or Plannr. You review the changes; Templi does the data entry.
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.
Every action identified in the meeting becomes a task in Templi Paraplanner — ready for the paraplanner agent to pick up, draft and review before you're back at your desk.
Templi stays in the background until you need it — then does the admin so you can stay with the client.
Templi shows today's meetings with client context pulled from your CRM.
One click to capture. Templi transcribes the conversation while you stay fully present. No bot, no typing.
recordingStructured notes are drafted by the time you're out of the meeting. Approve, edit or send them to Paraplanner for follow-up.
Paraplanner returns a suitability report, an updated fact-find and a client letter — all in your firm's templates.
ready to sign offBook a demo and see Templi Adviser in your own workflow.
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