Perspectives on AI in UK financial advice.
How the advice workflow is changing - and what firms are doing to stay ahead.
How to review an AI-drafted suitability report
AI can help draft a suitability report, but the report still needs human review. Here is what advisers and paraplanners should check before trusting the draft.
FCA guidelines for your suitability report writing process
FCA suitability report requirements are not just a checklist. Advice firms need reports that explain the recommendation and stay easy to evidence and review.
Suitability report writing software: what UK advice firms should look for
Suitability report writing software should do more than create a fast first draft. UK advice firms need tools that fit their templates, support review, and keep advisers in control.
AI Suitability Report Software: What UK Advice Firms Should Check Before Using It
What firms should check around templates, sources, review, approval, audit trails, and workflow fit before using AI suitability report software.
Can AI Write Suitability Reports? What Advisers and Paraplanners Need to Know
What UK advice firms should look for before using AI in suitability report writing.
Forms in advice workflows: collecting client information your team can actually use
Templi helps firms create, manage, and fill forms, including client fact find templates, so answers can move into the wider advice workflow without unnecessary re-keying or lost context.
Suitability report vs suitability letter
Suitability report or suitability letter? The wording varies by firm, but the document still needs to explain the advice clearly and support review.
The Problem With Generic AI Suitability Reports
Why generic AI suitability reports can create risk and rework for UK advice firms.
AI suitability report: what is safe and what is not
An AI suitability report can speed up drafting, but it should not replace adviser judgement. Here is what UK advice firms should check before using AI-generated drafts.
Templi product update: July week 4
This week's Templi release improves follow-up questions, template icons, branded layouts, Word exports, and sign-in reliability.
What is a suitability report?
A suitability report explains the advice given to a client and why the recommendation is suitable. Here is what that means in practice for advisers and paraplanners.
Why template fidelity matters in advice workflows
Template fidelity matters because advice documents carry firm standards, compliance needs, and review processes. Templi preserves that structure while reducing manual report-writing work.