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Templi vs AdvisoryAI
AdvisoryAI and Templi both help UK advice firms spend less time on suitability reports and admin. The difference is in how they’re put together.
AdvisoryAI sells separately priced modules for advisers, paraplanners and compliance. Templi is one connected workflow for the whole advice team. Advisers use it to capture meetings, draft notes and update client records. Paraplanners use it to turn that context into a finished, firm-standard suitability report of 50+ pages if needed. It all happens inside the Word templates and back-office systems your firm already uses, with every passage traceable to its source.
This page sets out where each tool fits, based on public information at the time of writing (September 2026).
The short version
Choose Templi if you want advisers and paraplanners working in one connected workflow, from the client meeting to the finished report to the back-office update. Your template stays exactly as compliance signed it off. Locked wording, disclosures and regulated sections are preserved. Every generated passage cites the data it came from, and nothing leaves the firm without a human sign-off.
Choose AdvisoryAI if you’d rather pick and pay for separate modules for meeting notes, report writing and compliance checks, with published per-module pricing, and you’re comfortable with their team rebuilding your templates into their system.
Side-by-side comparison
| Templi | AdvisoryAI | |
|---|---|---|
| Best for | UK IFA and wealth firms that want advisers and paraplanners in one connected workflow, working inside their own Word templates and existing back office | UK firms that want to buy individual modules per role |
| Who it’s for | Advisers and paraplanners, in one product | Advisers, paraplanners and compliance, each with a separate module |
| Suitability reports | Drafted inside your own Word template, with no limits on complexity or structure. Handles reports of 50+ pages. A long-form report is generated in around three minutes | Emma module generates suitability reports, annual reviews and LOA summaries from templates rebuilt by AdvisoryAI’s team |
| Your template | Import your existing Word templates, or build new ones. Templi writes only where you tell it to. Locked wording, firm disclosures and regulated sections are preserved | Rebuilt by AdvisoryAI’s team |
| Getting started | No template rebuild. Import your existing Word templates and start drafting | Live in week 4 (template build and back-office connection in weeks 2–3, per AdvisoryAI) |
| Meeting to report | A real advice case taken from meeting to report in 30 minutes | Separate modules for meetings (Evie) and reports (Emma) |
| Audit trail | Every generated passage cites the data it was drawn from. Every draft is versioned and every change is diffable. Human approval required before anything leaves your firm | Citations included in Emma (per AdvisoryAI’s pricing page) |
| Meeting capture | Templi Adviser transcribes the meeting, drafts firm-branded notes, creates or updates client records and builds the fact find from the transcript. Calendar sync means meetings are ready to capture | Evie module (£89 + VAT/user/month). Zoom, Teams and Google Meet, plus a mobile app for face-to-face meetings |
| Fact finding and research | Reads hundreds of file formats, from Word and PDFs to meeting recordings and handwritten notes. Flags data conflicts and gaps. Extracts research from policies and provider documents. Ask questions of all your connected client data in plain English | Data extraction from client documents within Emma |
| Regulation and tax rules | Continuously monitors official government sources to stay aligned with current regulations and tax rules | Not detailed publicly |
| Compliance support | Built-in citations, versioning and approval on every output. Compliance Agent, which audits finished reports against pre-defined rules, is coming soon | Colin compliance checks module (£89 + VAT/user/month) |
| Back office | Intelliflo Office (read and write: fact-find fields, client records, policies and notes). Iress Xplan (read and write, fact-find reconciliation). Plannr (two-way sync) | Intelliflo, Plannr, Curo, Xplan |
| Documents | Microsoft 365, SharePoint, OneDrive | Not specified publicly |
| Data | Client information and firm materials are not used to train Templi’s foundation models | UK GDPR compliant, UK data residency stated |
| Security certifications | ISO27001, certification in progress | ISO 27001, SOC 2 Type II and FCA AI Lab in progress (per AdvisoryAI) |
| Pricing | Tailored to your firm. Try for free, or book a demo for a quote | Published: £89–£269 + VAT per user per month, per module. Bundles from £369/month. Monthly billing, 14-day free trial |
Where Templi stands out
Your template stays yours. Templi works inside the Word template you already use. Import it and Templi writes only where you tell it to. Locked wording, firm disclosures and regulated sections stay exactly where compliance signed them off. No rebuild into a vendor’s format, and no waiting on someone else’s team when you want to change a paragraph.
Every line is traceable. Every generated passage cites the data it was drawn from: the meeting transcript, the fact find in Intelliflo or Xplan, the provider document on SharePoint. Every draft is versioned and every change is diffable. When a reviewer asks “where did this come from?”, the answer is one click away. Most tools generate outputs. Templi makes them defensible.
One workflow for advisers and paraplanners. Advisers capture the meeting and Templi transcribes it, drafts firm-branded notes, builds the fact find and updates client records. That context flows straight to the paraplanner, with nothing re-keyed and no hand-off between separately priced tools. A real advice case can go from meeting to report in 30 minutes.
Built for the hardest part of the job. Templi handles reports of 50+ pages with no limits on complexity or structure, and generates a long-form report in around three minutes. It reads hundreds of file formats, flags conflicts and gaps in the data, and maps it all into your firm’s structure. Paraplanners spend their time on judgement, not rewriting.
A human signs off every time. Nothing leaves your firm without approval. Templi takes on the drafting and data entry. Advisers and paraplanners stay responsible for the advice.
“Templi has been really useful in giving back the time spent on writing suitability letters to our paraplanners.” Megan Mallier, Paraplanner, Finance Matters
Where AdvisoryAI is strong
AdvisoryAI publishes its pricing, offers a 14-day free trial and bills monthly, which makes it easy to try. It covers meeting notes, a range of report types and compliance checks, each sold as its own module, so firms can start with just the piece they need. It supports Zoom, Teams and Google Meet, has a mobile app for face-to-face meetings, and reports a large user base (2,000+ advisers across 400+ UK firms). For firms that want to buy one piece at a time, that flexibility is a real advantage. Bear in mind that each module is priced per user, so costs rise with every module and every seat you add.
Which should you choose?
If you want to buy modules one at a time from a published price list, AdvisoryAI is worth a trial. If you want advisers and paraplanners working in one connected workflow, producing firm-standard reports in your own template, with every line evidenced and no change to your compliance process, Templi is built for exactly that.
The fairest test is a short pilot of both on the same real cases. Compare the first drafts side by side: how much editing did each need, did your template come back untouched, and could you trace every statement back to its source?
Templi vs AdvisoryAI,
answered.
Common questions from firms weighing up Templi and AdvisoryAI.
Yes. You import your existing Word templates and Templi writes into them. Locked wording, firm disclosures and regulated sections are preserved, so you stay in control of every word.
Yes. Templi reads and writes to Intelliflo Office, including fact-find fields, client records, policies and notes. It also connects to Iress Xplan and Plannr, and to Microsoft 365, SharePoint and OneDrive.
Yes. Advisers use Templi to capture meetings, draft firm-branded notes, build fact finds and update client records. Paraplanners use the same context to produce the suitability report. It’s one connected workflow, not separate products.
Every output comes with source citations, version history and a mandatory human approval step, so reviewers can check it quickly. Templi’s Compliance Agent, which audits finished reports against pre-defined rules, is coming soon. Templi works within your compliance process. It doesn’t replace your compliance team.
No. Client information and firm materials are handled for your workflow only. They are not used to train Templi’s foundation models.
Templi vs AdvisoryAI
See how Templi works with your template
Bring a real suitability report template and an anonymised case. We’ll show you a first draft in your firm’s format, with every line traced to its source.