Pre-fill
Filled before you open it
Answers come from the back office record, the latest meeting transcript and the documents on file.
Fact finds
Fact find software that fills itself in from your client meetings.
Fact find software for financial advisers that fills back office fact finds automatically from meeting transcripts and uploaded documents. Your team checks what's left.
Less typing, more checking.
The client fact find, filled before you open it.
Source
Every answer shows its source
Every answer Templi fills carries a confidence score. Open it to see why Templi chose that answer and the meeting or document it came from.
Gaps
Gaps and conflicts flagged
Anything the meeting and documents don’t settle stays blank and is counted per section, and Templi tells you what to ask the client.
Write-back
Back to your back office
When an answer changes, the old one is struck through above the new one. Check the changes, complete the fact find, and the answers are written back to the back office record.
Handoff
Feeds the suitability report
Approved answers flow straight into the report draft — same client record, no re-keying.
suitability report software
Your fact find
The fact find, done.
From the meeting and your documents.
Templi fills the factfind inside your back office automatically — pulling answers from meeting transcripts and the documents you have uploaded. IFA fact find software that fits the firm, not the other way round.
- Meeting transcripts Answers pulled straight from what was said in the room or on the call
- Uploaded documents Statements, letters and files already on the client record
- Into your back office The fact find filled in the system of record — not a PDF on the side
- Your sign-off Every filled answer waits for a person to approve it
“An incredibly useful tool when amalgamating notes from client meetings into a coherent fact find.”
Watch Templi fill your firm's fact find.
Automatically fills fact finds in
All integrations
Built for regulated advice
Client data is never used to train foundation models. Access is limited by role, and every policy and control is documented in our trust centre for your due diligence.
- ISO 27001 In progress
- ISO 42001 In progress
- No training on your data Always
- Role-based access Standard
- Human approval before write-back Standard
FAQ
Fact find
software questions.
What is fact find software?
Form automation software for advice firms: it captures the client information an adviser needs before giving advice. Templi pre-fills the fact find from your back office, meetings and documents and flags what is still missing.
Can we use our own fact find?
Yes. Templi works with your firm's own form structure rather than a fixed template.
Does it update our back office?
Yes. Approved answers are written back to the back office record. Nothing is written until someone approves it.
What happens when information is missing?
The form is filled with what Templi can verify from your systems and the gaps are flagged, so your team knows exactly what still needs asking.
What is a fact find meeting?
The conversation where an adviser gathers a client's circumstances, objectives and attitude to risk. Templi turns that meeting into a finished fact find — see how meeting notes work.
What is the difference between hard facts and soft facts?
Hard facts are the verifiable details — plans, holdings, income, dates. Soft facts are what the client wants and how they feel about risk. Templi captures both: the record for the hard facts, the meeting for the soft ones.
Does it work for mortgage and protection fact finds?
Yes. Templi fills whatever forms your firm uses — mortgage, protection, investment — from the same client record.
Does it handle joint fact finds?
Yes — single or joint clients, filled from the same client record.