How Templi integrations connect your advice workflow

Advice firms already have enough systems to manage.

Most already have the core pieces in place: a system of record, client files, Word templates, meeting notes, compliance standards, and a way of reviewing advice before it goes out. The problem is not that the firm lacks software. The problem is that the work between those systems is still too manual.

That is where integrations matter. Not as a technical feature list, but as the difference between an AI tool that sits on the side and an advice workflow system that can actually help.

The advice workflow is already split across systems

A single suitability report can draw on meeting context, fact-find data, previous recommendations, client objectives, risk notes, research, product details, disclosure wording, and firm-specific template requirements. Some of that sits in the back office. Some of it sits in documents. Some of it sits in the adviser's head until it is written down.

If an AI tool only works in one place, the team still has to move everything around it. They copy details from one system, paste them into another, check the firm's wording, update the client record, then hand the work on for review.

That is why Templi is built as a connector across the advice stack. It helps the work move through the systems firms already rely on, rather than asking the firm to change how it works before the tool becomes useful.

Templi fits in, we don't take over

For advice firms, integration is not just convenience. It is trust.

A firm has its own templates, phrasing, file review expectations, and compliance process. Those are not small preferences. They are how the firm keeps advice consistent, reviewable, and aligned to its standards.

Templi is designed to work inside those existing foundations. It can use the firm's templates, connect with systems such as Intelliflo, OneDrive, and SharePoint, and help produce firm-standard outputs without forcing a platform migration or a new operating model.

The aim is simple: more time with clients, less admin, and no change to how your firm works.

Connected work still needs human approval

Connecting the workflow does not mean removing judgement from it. Templi supports the work between client conversations; advisers, paraplanners, and reviewers still need to check, edit, and approve the output before it moves on.

That distinction matters. A useful integration should make sources easier to find, outputs easier to review, and handovers easier to understand. It should not hide responsibility or make a draft look finished before a person has approved it.

The best AI workflows make the review path clearer. They show what has been drafted, where the context came from, and what still needs human attention.

What this looks like in practice

In practice, an integrated advice workflow means Templi can sit closer to the real work. It can help prepare context before a meeting, structure information after a conversation, draft into the firm's own report template, and support the follow-up tasks that normally sit between the adviser, paraplanner, and back office.

The value is not that one tool replaces the stack. It is that the stack becomes easier to work through.

• Client context can be carried into the right part of the workflow.

• Firm templates can stay central to the report-writing process.

• Outputs can be reviewed against the firm's own standards.

• The adviser and paraplanner stay in control of the final advice documentation.

The connector test for advice firms

A good question for any firm considering AI is: will this tool work with the way we already produce advice, or will we have to build a new process around it?

If the answer is a new process, adoption becomes harder. People have to learn new habits, compliance has to review new ways of working, and the team has to trust a system that is disconnected from their usual sources and standards.

If the answer is the existing process, made easier, the conversation changes. The firm can start with the work it already understands, keep its approval checkpoints in place, and use AI where the inputs, templates, and review path are clear.

That is the role integrations should play in financial advice. They should not ask firms to become software implementation projects. They should help advisers and paraplanners complete the work they already do, with more speed, more structure, and better visibility.

Templi is built for that kind of integration: connected to the stack, grounded in the firm's own templates, and designed around reviewable work.