Perspectives on AI in UK financial advice.
How the advice workflow is changing - and what firms are doing to stay ahead. Start with our guides to suitability report software.
Save client reports to Google Drive, OneDrive and SharePoint from chat
Templi's latest release saves reports to Google Drive, OneDrive or SharePoint from chat and shows a live transcript while a meeting runs.
A new look for Templi, built around your clients
Templi's client room release gives every client a room of their own, puts your day on one Desk, and keeps everything Templi makes in one Library.
Your meetings, now in the Templi web app
Templi’s October week 3 release brings meetings to the web app with a notetaker that joins your calendar calls, suggestions on the home screen, and new plans with annual billing.
Word templates are live: every report in your firm’s own template
Templi’s latest release introduces Word templates. Upload the template your firm already uses, and Templi writes each client’s report inside it, with your wording, layout and branding intact.
Outsourced paraplanning: services, fees and alternatives
Outsourced paraplanning, in-house teams and AI-assisted drafting solve the same problem in different ways. Here is how they compare on cost, fees, turnaround, control and consistency.
Why suitability reports slow advice firms down
Suitability reports are important, but they should not set the ceiling on how many clients a firm can serve. Here is where the time goes.
Freelance paraplanners: how to write for multiple firms without the rework
Every client firm has its own template, wording and sign-off process. Here's how freelance paraplanners can keep them straight and cut the rework.
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.
Templi weekly product release: Templi plans
Templi’s September week 2 release brings client plans, holdings, valuations and approved back office updates together. Plus, join the live asset feeds waitlist.
Suitability report generators: 10 tools compared for UK firms
A practical buyer-led comparison of suitability report generators 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.
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.