Every week, Templi gets better at the work advice teams do every day.
This release improves how Templi asks for missing information, gives teams more control inside the editor, brings icons directly into templates, improves branded layouts, and makes Word exports more faithful to what was reviewed in Templi.
Smarter follow-up questions inside chat
Templi can now pause and ask focused follow-up questions when something is unclear, missing, or contradictory.
Advisers and paraplanners can answer inline, move through questions quickly, and keep the work moving without losing context.
This helps Templi capture the right facts earlier, so drafts and follow-up edits need less back-and-forth. It also improves generation quality, with the suitability report agent now able to flag conflicts or concerns earlier in the workflow.
Over 300,000 icons available directly inside Templi
Teams can now insert icons into templates from the editor and update them later without needing agent-only markup.
Icons are searchable and can be styled before they are placed, making it easier to keep reports and templates aligned to firm branding.
For advice teams, this means more direct control over the final document while keeping outputs reviewable and easy to refine.
More control over report layout and branded text placement
Position offsets can now be applied to headings and text blocks through theme settings or inline formatting.
This makes it easier to match existing firm templates more closely, including layouts where headings or labels need to sit outside the main text column.
Word export now respects those offsets too, so the final document stays aligned with what was reviewed in Templi.
Highlights now carry through to Word export
Text highlighting now stays visible when reports are exported to Word, including in the main body and in headers and footers.
That means advisers and paraplanners can keep review marks, callouts, and key checks visible in the exported document instead of losing them at the final step.
It closes a gap between what gets reviewed in Templi and what gets shared or approved outside it.
More predictable sign-in recovery
We fixed a login issue in Templi Adviser that could leave some users stuck signed out after logging out manually.
Sign-in recovery is now more predictable, helping users get back into the app without being stranded mid-workflow.
Why this matters
These updates are practical rather than flashy. They make it easier to ask for the right facts, keep report layouts closer to a firm's standard, and trust that the exported Word document still reflects the version reviewed in Templi.
That is the rhythm behind Templi's weekly release updates: steady improvements for the everyday report workflows advisers and paraplanners depend on.
Weekly product update
See how these updates fit into your advice workflow
Book a walkthrough with the Templi team to see how the latest release supports report review, template control, and Word export inside your firm's existing standards.
