# Templi

> The AI-native connector for the advice workflow. Templi automates the advice workflow — from meeting to suitability report to back-office update — inside your firm’s existing templates, systems, and standards.

## Products

- [Templi Paraplanner](https://templi.ai/paraplanner): The agentic back-office for advice firms. Suitability reports in your Word templates, automatic fact-finds, chat with client data, ad-hoc documents.
- [Templi Adviser](https://templi.ai/adviser): Desktop app for client meetings. Live transcription, firm-branded notes, CRM updates, and instant delegation to Paraplanner.

## Pages

- [Home](https://templi.ai/): Templi automates the advice workflow — from meeting to suitability report to back-office update — inside your firm’s existing templates, systems, and standards.
- [Templi weekly product release: August week 2](https://templi.ai/blog/templi-weekly-product-release-august-week-2): This week’s Templi release adds Gmail and Outlook email context in the client dashboard, plus early access improvements for importing existing Word templates.
- [Templi product update: faster search, cleaner dashboards and stronger CRM sync](https://templi.ai/blog/templi-product-update-august-release-1): This week's Templi release adds global search, cleaner dashboards, and improved fact finds
- [FCA suitability report requirements: practical guide](https://templi.ai/blog/fca-suitability-report-requirements): A practical FCA-informed guide to suitability report requirements for UK advice firms.
- [Why firm-standard templates matter for suitability reports](https://templi.ai/blog/suitability-reports/firm-standard-templates-suitability-reports-ai): Learn why AI-assisted suitability report drafting should work inside firm-standard templates.
- [Audit trails for AI-assisted suitability reports](https://templi.ai/blog/suitability-reports/suitability-report-audit-trails): Why audit trails matter for AI-assisted suitability reports, including source visibility, version history, review comments, missing information, and approval.
- [Forms in advice workflows: collecting client information your team can actually use](https://templi.ai/blog/forms-advice-workflows): How structured forms help financial advice firms collect client information, manage fact find templates, reduce re-keying, and keep advice workflows reviewable.
- [How to review an AI-drafted suitability report](https://templi.ai/blog/suitability-reports/review-ai-drafted-suitability-report): A practical checklist for reviewing AI-drafted suitability reports.
- [Templi product update: smarter follow-up questions and more faithful Word exports](https://templi.ai/blog/templi-product-update-july-release-4): This week's Templi release improves follow-up questions, template icons, branded layouts, highlighted text, Word exports, and sign-in reliability.
- [What is a suitability report?](https://templi.ai/blog/suitability-reports/what-is-a-suitability-report): A clear explanation of what a suitability report is, why UK advice firms use them, and what they should include.
- [Book a demo](https://templi.ai/book-a-demo): Book a Templi demo to see how the AI workflow system supports UK financial advice firms across meetings, templates and suitability reports.
- [AI suitability report: what is safe and what is not](https://templi.ai/blog/suitability-reports/ai-suitability-reports-safe-review): A practical blog to using an AI suitability report safely, including where AI can help, what needs human review, and what to check before trusting a draft.
- [Suitability report vs suitability letter](https://templi.ai/blog/suitability-reports/suitability-report-vs-suitability-letter): Suitability report and suitability letter are often used in similar ways. Learn what matters for advice documentation.
- [Why template fidelity matters in advice workflows](https://templi.ai/blog/template-fidelity-advice-workflows): Why template fidelity matters for AI-assisted suitability reports, firm-standard outputs, and reviewable advice workflows.
- [Templi product update: clearer review and more reliable Word exports](https://templi.ai/blog/templi-product-update-july-release-3): This week's Templi release improves document chat, the editor, Word previews, table layouts, and Word export reliability for advice teams reviewing reports.
- [Security](https://templi.ai/security): Security, compliance, and trust information for UK financial advice firms reviewing Templi - data protection, encryption, hosting, and FCA-aligned controls.
- [The Problem With Generic AI Suitability Reports](https://templi.ai/blog/suitability-reports/generic-ai-suitability-reports): Generic AI drafts reports fast, but hidden sources, template drift, weak controls and unsupported claims create risk and rework for UK advice firms.
- [Can AI Write Suitability Reports? What Advisers and Paraplanners Need to Know](https://templi.ai/blog/suitability-reports/can-ai-write-suitability-reports): AI should not make advice decisions or replace human review. Here’s what UK advice firms should look for using AI in suitability report writing.
- [Booking confirmed](https://templi.ai/booking-confirmed): Thanks for booking a Templi demo. We have your booking and look forward to speaking with you.
- [AI Suitability Report Software: What UK Advice Firms Should Check Before Using It](https://templi.ai/blog/suitability-reports/ai-suitability-report-software): A practical guide for UK advice firms evaluating AI suitability report software.
- [About](https://templi.ai/about): Templi is the connector between the meeting room and the back office for UK financial advice firms - meet the team building the AI layer advisers trust.
- [How Templi integrations connect your advice workflow](https://templi.ai/blog/templi-integrations-advice-workflow): How Templi integrations help advice firms connect client records, templates, documents, and review steps without changing how the firm works.
- [Adviser](https://templi.ai/adviser): A desktop app that sits quietly through your client meetings — in-person or on video — then transcribes, produces firm-branded notes, and hands every follow-on
- [Suitability report writing software: what UK advice firms should look for](https://templi.ai/blog/suitability-reports/suitability-report-writing-software): A practical buyer guide for UK advice firms comparing suitability report writing software
- [How Templi supports advice workflows from meeting to report](https://templi.ai/blog/How_Templi_supports_advice_workflows_from_meeting_to_report): See how Templi helps advice teams turn client context into reviewable, firm-standard outputs inside the way they already work.
- [Paraplanner](https://templi.ai/paraplanner): Turbocharge your paraplanners with AI that writes in your firm’s templates, pulls data from your connected systems, and automates the repetitive work behind eve
- [Suitability reports](https://templi.ai/product/suitability-reports): Generate suitability report drafts in minutes with Templi. Draft reviewable, firm-standard suitability reports inside your existing templates.

## Brand core

- [Brand core extract](https://templi.ai/llms-full.txt): Purpose, mission, value prop, positioning, differentiators, brand principles, tone of voice.

## Notes

- Region: United Kingdom. Audience: FCA-regulated financial advice firms, paraplanners, and advisers.
- Integrations today: Intelliflo Office, Microsoft 365, SharePoint, OneDrive.
- Integrations planned: Iress Xplan, Plannr.
- Templi is a connector — it does not replace your CRM, compliance framework, or templates. It works inside them.