Security first.
Clear enough for firm due diligence.
Templi handles sensitive client information and firm documents, so security and compliance are built into how we operate, not added at the end.
Security evidence firms can review,
with clear next steps.
Our trust centre brings together the materials firms need to understand our security posture, ISO progress, privacy resources, and control information.
ISO 27001
Templi is working through ISO 27001, the international standard for information security management systems.
ISO 42001
Templi is working through ISO 42001, the international standard for AI management systems and responsible AI governance.
How we handle security
and compliance.
Templi's security work is practical: protect customer data, control access, document the way we operate, and make evidence available for review.
Customer data stays customer data
Client information and firm materials are handled for the customer's workflow. They are not used to train Templi's foundation models.
Access is controlled
Access to systems and customer information is limited by role, reviewed as part of our operating process, and removed when it is no longer needed.
Evidence is documented
Policies, security resources, compliance evidence, and review materials are kept together so firms can complete due diligence without chasing answers.
Protocols for handling client data responsibly.
Templi works with information that advice firms must protect: client records, meeting context, firm templates, and advice documentation. Our internal practices are designed around that responsibility.
We use documented policies for access control, change management, acceptable use, business continuity, disaster recovery, security training, and AI governance. These materials are made available through the trust centre where customers need them for review.
The aim is simple: keep customer data protected, make access intentional, keep AI use reviewable, and give firms the evidence they need before they bring Templi into their workflow.
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.