Perspectives on AI in UK financial advice.
How the advice workflow is changing - and what firms are doing to stay ahead.
Firm Knowledge is live: your firm’s standards in every draft
Templi’s September week 3 release introduces Firm Knowledge, bringing your firm’s wording, standards and writing guidance into reports, forms and meeting notes.
COBS suitability reports: practical guide for advice firms
COBS suitability reports need more than standard wording. Advice firms need client-specific reasoning, clear disadvantages, source visibility and reviewable workflows.
Templi weekly product release: Templi plans
Templi’s September week 2 release brings client plans, holdings, valuations and approved CRM updates together. Plus, join the live asset feeds waitlist.
Top 10 suitability report writing software for UK financial advice firms
A practical buyer-led comparison of suitability report writing software and AI advice workflow tools.
Suitability reports and incomplete client information: how to document gaps
Incomplete client information can weaken a suitability report. Here is how advice firms can document gaps, assumptions and pause points clearly.
COBS suitability reports: practical guide for advice firms
COBS suitability reports need more than standard wording. Advice firms need client-specific reasoning, clear disadvantages, source visibility and reviewable workflows.
Templi product update: meeting chat, firm instructions and clearer client relationships
This week's Templi release adds meeting chat in Templi Adviser, reusable firm instructions, and better client relationship mapping for advice teams.
Templi Paraplanner: suitability report drafting that fits how advice firms already work
Templi Paraplanner helps UK advice teams turn client files and firm templates into reviewable suitability report drafts while keeping advisers and paraplanners in control.
Why firm-standard templates matter for suitability reports
Suitability reports work best when AI-assisted drafting fits the firm's existing templates, wording and standards, rather than forcing advisers and paraplanners into a generic report format.
Templi weekly product release: August week 2
This week’s Templi release adds Gmail and Outlook email context in the client dashboard, plus early access improvements for importing existing Word templates.
Audit trails for AI-assisted suitability reports
AI-assisted suitability reports need audit trails that make source information, edits, review steps, and human approval visible to the firm.
Templi product update: August week 1
This week's Templi release adds global search, cleaner dashboards, improved fact finds, stronger CRM sync, and more predictable scheduled meeting recording.