Blog archive — page 3

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.

Templi product update: July week 3

This week's Templi release improves document chat, Word previews, table layouts, and export reliability for advice teams reviewing reports.

How Templi integrations connect your advice workflow

Integrations matter because advice work already lives across client records, documents, templates, emails, and review steps. Templi connects that work without asking firms to rebuild their process.

How Templi supports advice workflows from meeting to report

See how Templi supports the work between client conversations, helping advice teams turn client context into reviewable, firm-standard outputs inside the way they already work.

Templi: Making the Advice Workflow Simpler