Built for regulated advice workflows.
Ready for security review.
Templi is designed for UK financial advice firms that need reviewable AI outputs, traceable sources, firm-level controls, and clear evidence for due diligence.
UK advice workflows need evidence,
not vague AI promises.
Templi gives firms a clear security and compliance posture to review before client data or firm templates enter the workflow.
AI ISO certification focus
Built with emphasis on AI governance, traceability, and risk controls that matter when firms assess AI systems.
UK GDPR alignment
Designed around secure processing, access control, and clear data handling for UK financial advice firms.
Due diligence materials
The Templi trust centre gives customers a single place to review security, privacy, and compliance evidence.
Every output reviewable.
Every source visible.
Templi keeps advisers, paraplanners, and compliance teams in control of AI-assisted work before anything is used with a client.
Human approval
Outputs are drafted for review and sign-off. Templi does not remove the adviser or paraplanner from the decision.
Source visibility
Generated content is designed to trace back to the client record, meeting context, or firm-approved template it used.
Version history
Drafts and changes are reviewable so teams can understand what changed, when, and why.
Controls that fit how advice firms already work.
Templi is built around firm-level permissions, secure handling of client information, and controlled use of the systems and templates an advice firm already relies on.
We keep the human in the loop: advisers, paraplanners, and compliance reviewers can inspect, edit, and approve outputs before they are used.
Review Templi before bringing it into your firm.
Security and compliance reviews should be practical. The Templi trust centre brings key material together so firms can assess our controls, certifications, data handling, and operating model.
For the latest certification evidence, security documentation, and compliance resources, visit trust.templi.ai.