Review preparation
Each review starts with the record in front of the adviser
Plans, holdings, documents and the last meeting are pulled together before the meeting starts.
AI note taker
For wealth managers
AI for wealth management, inside the systems you already use.
AI for wealth management that prepares the review, writes it up and drafts the report — one house style and one audit trail across every adviser and office, with a person signing off.
Affiliate member As featured in Built for wealth management firms.
Several advisers and offices, each writing reviews and reports their own way — and compliance checking them all. AI in wealth management should take the inconsistency out, not add a new system to learn.
One house style
Notes, fact finds and reports read the same from every adviser and office, in the firm's own templates and wording.
The review, prepared and written up
Meeting notes, fact find updates and the suitability report drafted while the meeting is still fresh.
Checked before it leaves
Every output is reviewed and approved by a person, with the source behind each line.
AI use cases in wealth management.
The whole review, run the same way every time.
Meeting notes
File notes in the firm’s own format
The same format whichever adviser held the meeting, with client changes listed for confirmation.
AI note taker
Fact find upkeep
Fact finds kept current between reviews
Changes in circumstance from the review go into the fact find, waiting for approval.
Fact find software
Suitability reports
Reports drafted in house style
Recommendations written inside your Word template, so reports read the same from every office, with a source behind every line.
Suitability report software
Valuations
Valuations and policy details from the latest data
Ask for the latest valuation or policy position and get it drafted from the documents on file, cited to the source.
AI assistant
Client questions
Ask anything across the record
Plans, documents, history and open actions — a short answer with the source cited.
AI assistant
“The system is intuitive and simple to use, whilst producing top quality outputs. Templi is a win for any advice firm.”
“An incredibly useful tool when amalgamating notes from client meetings into a coherent fact find.”
See a client review go from preparation to report.
Works with the systems your firm already runs on
All integrations
Your back office stays your system of record.
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
AI for wealth management questions.
How is AI used in wealth management?
Mostly around the client review: preparing for it, writing it up, keeping the fact find current and drafting the suitability report. Templi does that work and a person approves it.
Will AI replace wealth managers?
No. AI for wealth managers takes on the preparation and writing around each review. The advice, the client relationship and the sign-off stay with the adviser.
Can every office use the same templates?
Yes. The firm's templates and wording are shared, so reports and notes read the same whoever prepared them.
Does it work for multi-adviser firms?
Yes. One house style and one audit trail apply across every adviser and office, with a person approving each output.
Is Templi a portfolio management system?
No. Your back office and portfolio systems stay your system of record. Templi works alongside them and writes approved changes back to the client record.
Is client data safe?
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.
How long does setup take?
Days, not months. You import your existing Word templates once and Templi works inside them.