How UK advice firms use Templi.

Henwood Court

Peter Robbins

Director

“Templi is a win for any advice firm.”

The system is intuitive and simple to use, whilst producing top quality outputs. In a space which is starting to fill up with providers who try to do multiple things, Templi are focusing on one solution and ensuring that is done as well as possible. What is most impressive is the speed of developments to enhance the system and improve the user experience, and the guys are continually open to feedback and suggestions. Templi is a win for any advice firm.

Greensky Wealth

Jack Crawford

Adviser

Uses Templi for Meetings Fact finds Chat

“An incredibly useful tool when amalgamating notes from client meetings into a coherent fact find.”

The versatility of Templi has really impressed me, particularly with the recent updates — I've found it an incredibly useful tool when amalgamating notes from client meetings into a coherent fact find, and for compiling reports on portfolio performance. The team at Templi have been fantastic. They're really quick to respond to feedback, seem to be constantly working on fixes and improvements, and are generally really nice to deal with — it fills me with confidence for the future.