Blog archive — page 3

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.

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.

Templi: Making the Advice Workflow Simpler