Templi is AI for financial advisers that writes the file note, updates the fact find and drafts the suitability report in your templates. You check it, sign it off and spend the time with clients.
Affiliate member As featured in AI tools for financial advisers should take admin off your desk, not add a new system to learn.
Templi drafts the file note, fact find update and suitability report while the meeting is still fresh.
Less admin per case means each adviser can look after more clients.
Every draft follows your own templates and shows the source behind each line. Nothing reaches the client record until you approve it.
The review lands on your calendar with the client’s record and last meeting attached. The app captures the conversation, writes the file note in your format and drafts the suitability report in your template. You review and sign off, and the back office is up to date.
AI note taker for advisers
Templi pulls details from the conversation and the documents on file, so you check and fill gaps instead of typing it all.
Fact find software
Recommendations go into your suitability report template section by section, with locked wording kept as it is. Every line links back to the meeting or document it came from.
Suitability report software
Last review, attitude to risk, open actions — a short answer with the source cited.
AI assistant
“An incredibly useful tool when amalgamating notes from client meetings into a coherent fact find.”
“The system is intuitive and simple to use, whilst producing top quality outputs. Templi is a win for any advice firm.”
Your back office stays your system of record.
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.
Mostly tools for the work after the meeting: file notes, fact find updates and suitability reports. Templi does that work in your firm's templates, and the advice and sign-off stay with you.
No. Intelliflo Office, Iress Xplan or Plannr stay your system of record. Templi writes approved changes back to the client record.
Yes. Client data is never used to train foundation models, and access is limited by role. Every policy and control is in our trust centre for your due diligence.
No. Templi drafts the file note, fact find and report, and you review and approve every one before anything is saved or sent.
You can write your first live case within the first 20 minutes.
Yes. You can start with one adviser and one template.
Yes, you can try Templi for free before booking a demo.
A 30-minute demo, using your own templates.
