Suitability reports written in minutes.
Generate suitability report drafts in minutes, ready to review in your firm's own template. Templi turns client context, fact-find information and adviser recommendations into a firm-standard draft that advisers and paraplanners can edit, check and approve.
Your firm should not have to change its report format to use AI.
Templi learns the structure of your existing suitability report templates and drafts within them, preserving the sections, required wording and style your team already uses.
That matters because a suitability report template is not just formatting. It carries the firm's standards, review expectations and controlled language. Templi makes that structure easier to use, not easier to bypass.
Suitability reports take careful work, not just writing time.
A suitability report has to bring together client circumstances, objectives, risk, product information, recommendation rationale, costs, disclosures and the firm's required wording. That takes judgement. It also creates hours of re-keying, rewording and checking across systems.
Generic AI tools can make text appear quickly, but they do not understand the way advice firms structure regulated documentation. The useful question is whether your team can review the draft, trace the sources and approve it without rebuilding the report from scratch.
From client context to reviewable suitability report draft.
Templi does the heavy lifting of report drafting, while keeping the adviser and paraplanner in control of the advice, wording, review and approval.
Structure the available client context
Templi helps organise the information already in the advice workflow: meeting context, fact-find details, recommendations, research, client objectives and case-specific notes.
Draft inside your existing template
The draft follows your suitability report template, section order, required wording, layout and style, so the first version starts closer to the way your firm already works.
Make review easier to complete
Reviewers can inspect, edit and approve the output with the source context visible, reducing the rewrite loop between first draft and final report.
Most AI tools generate text. Templi helps produce drafts that are easier to review.
For UK advice firms, suitability reports need to be explainable and defensible. Templi supports reviewable, firm-standard outputs that fit inside your existing compliance framework, with human approval at the right points.
Sources stay visible
Client context, fact-find information, recommendations and supporting material remain connected to the draft so reviewers can understand where the wording came from.
Humans stay in control
Templi produces a draft for adviser and paraplanner review. Your team remains responsible for advice, wording, edits and approval.
Firm standards stay central
Outputs are shaped around your approved structure, tone, required sections and review expectations rather than a generic report format.
Less repetitive report drafting. More time for judgement.
Templi supports advisers, paraplanners, firm owners and operations leads who need capacity and consistency without adding another disconnected process.
Reduce first-draft time
Reduce time spent turning case context into a first draft.
Keep firm wording consistent
Keep suitability reports aligned to your firm's templates and wording.
Support clearer review
Make adviser and paraplanner review clearer and easier to evidence.
Protect human judgement
Give advisers and paraplanners more time for client judgement and case complexity.
Keep existing controls
Keep existing systems, processes and compliance checks in place.
Improve team consistency
Support more consistent report drafting across the advice team.
A capable colleague for repetitive report drafting, not a replacement.
Templi helps paraplanners spend less time rebuilding standard report sections and more time on the case-specific judgement that needs human experience. Drafts follow the firm's templates and standards, with clearer review and approval steps around the output.
The aim is not to remove paraplanners from the workflow. It is to give the team a better first draft, clearer source context and less repetitive admin between the client conversation and the final suitability report.
Suitability report questions.
The questions advice firms usually ask before bringing AI into regulated report drafting.
AI can help draft suitability reports, but the draft still needs adviser or paraplanner review. Templi is built to support that controlled workflow, not to replace human judgement or approval.
Yes. Templi is designed to draft inside a firm's existing Word templates, preserving the structure, required wording and standards your team already uses.
No. Templi handles repetitive drafting and document assembly work so advisers and paraplanners can spend more time reviewing, refining and approving the work that matters.
No. Generic AI tools can produce text, but they are not built around advice files, firm templates, source traceability, review steps or the way UK advice firms produce regulated documentation.
Draft reports inside the way your firm already works.
See how Templi helps UK advice firms move from client context to reviewable suitability report drafts without changing templates, systems or approval steps.