Plannr Templi reads your Plannr client data into fact finds, meeting notes and suitability reports, then writes the changes you approve back to Plannr. Sign in once and the re-keying stops.
Install the Plannr integration and sign in with a Plannr login that has write access. Templi connects over OAuth, so there are no API keys to copy.
Your Plannr clients and advisers import into Templi, matched to your team. Titles, nationalities, occupations and product providers come from Plannr's own lists, so what goes back matches what your team uses.
Fact find updates and meeting outcomes are listed per client for you to check. Confirm them and they write back to Plannr. Nothing writes without a person's approval.
Start a fact find and Templi pre-fills it from Plannr: personal details, health and lifestyle, employment, income, dependants, goals, estate planning and review dates. Meeting transcripts complete the gaps, and you approve what writes back.
Record the meeting with or without a bot. Templi writes the file note in your firm's format and lists the client changes it heard. Confirm them and Plannr updates.
AI meeting notes
The report draft draws on the same Plannr record, with plans, policies and mortgages read for context, and can cite documents held against the client in Plannr. Every line carries a source you can check.
Suitability report software
Notes, fact finds, documents and reports in Templi all hang off the Plannr client. Confirm a change once and both sides agree.
Templi reads and writes Plannr under your firm's control: OAuth connection, no training on your data, and a person approves every write before it lands. Our trust centre has the detail for your due diligence.
What advice firms ask before connecting Plannr to Templi.
Yes. The Plannr integration is native. It imports your clients and advisers, reads the fact-find fields Templi needs, and writes your approved changes back to Plannr.
Install the integration from the Templi app store and sign in with a Plannr login for an active firm, with write access. Clients and advisers import automatically and stay in sync after that.
Fact find fields in both directions, including personal details, addresses, health and lifestyle, employment, income, dependants, goals, estate planning, vulnerability and review dates. Each change waits for your approval.
Not yet. Plans, policies and mortgages are read for context when drafting, and risk assessments are read only. Expenditure is not currently synced.
No. Templi sits on top of Plannr. Plannr stays your system of record, and Templi reads from it and writes back only what you approve.
Yes. Templi records the meeting with or without a bot, writes the file note in your firm's template, and queues the client changes for Plannr.
