Blog archive — page 2
Introducing Templi Paraplanner
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 suitability report templates matter
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 back-office sync and more predictable meeting recording.
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.
Suitability report requirements: FCA COBS 9 and 9A explained
COBS 9 and 9A set out what a suitability report must show. Advice firms need reports that explain the recommendation and stay easy to evidence and review.
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.
What is a fact find? Fact finds and forms in advice workflows
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 letter: what it is and how it differs from a suitability report
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.
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.
See the workflow
for yourself.
See it on a real advice workflow — in your firm’s templates.