Templi 2.0 is coming
The agent revolution
Templi 2.0 is coming Read more
Write suitability reports in minutes
Templi is the AI Paraplanner for writing Suitability Reports.
Featured in
A Transformative Tool for the Advice Process.
Hear directly from the advisers and paraplanners:
" The system is intuitive and simple to use, whilst producing top quality outputs. In a space which is starting to fill up with providers who try to do multiple things, Templi are focusing on one solution and ensuring that is done as well as possible. What is most impressive is the speed of developments to enhance the system and improve the user experience, and the guys are continually open to feedback and suggestions. Templi is a win for any advice firm. "
Peter Robbins
Director @ Henwood Court
" Templi has been really useful in giving back the time spent on writing suitability letters to our paraplanners. The team, in particular, Dan has been very attentive to any problems we have experienced. We find that Templi is super clever in the way it generates facts from the data sheets that we input to answer prompts within the suitability letter. This has saved an incredible amount of time in our processes. "
Megan Mallier
Paraplanner @ Finance Matters
" The versatility of Templi has really impressed me, particularly with the recent updates - I've found it an incredibly useful tool when amalgamating notes from client meetings into a coherent fact find, and for compiling reports on portfolio performance. The team at Templi have been fantastic. They're really quick to respond to feedback, seem to be constantly working on fixes and improvements, and are generally really nice to deal with - it fills me with confidence for the future. "
Jack Crawford
Trainee Advisor @ Greensky Wealth
Meet our agents
Writer Agent
Produce any kind of advice document in minutes
Fact Find Agent
Transforming messy data into verifiable facts
Complete Control
Your Templates, Your Branding, Your Rules
Your data is safe with us
Built in the UK by cybersecurity experts, ICO registered.
Built in the UK by cybersecurity experts
All data securely stored in the UK
Fully GDPR compliant
ISO 27001 in progress
Multi factor authentication
FAQS
Frequently Asked Questions
Find answers to the most commonly asked questions here!
Do you train your AI with our client data?
Absolutely not! Your client data is never utilised for model training; it remains private and secure on our UK servers. All third-party LLMs we employ adhere to GDPR data processing standards and do not use any information we provide to train their models. For further details, please refer to our privacy policy.
What kind of reports can I produce with Templi?
Templi is capable of generating any type of report, provided you design a template for it. There is no restriction on the number of pages; Templi can create extensive suitability reports, conduct fact-finding, and even grade your daughter's math homework.
Can I bring my own Templates?
Yes, you can import existing Microsoft Word templates or start entirely from scratch. Simply mark sections of your Template that Templi should fill in, hide or replace and you are ready to go. Templi is as flexible as Microsoft Word, so most things you can do in Microsoft Word you can do in Templi.
How does Templi stay up to date with UK regulations and tax information?
Templi is constantly scanning government documents and webpages, ensuring its knowledge base stays up to date with the latest regulations. You can also augment Templi's knowledge base yourself if needs be!
What kind of files can Templi read?
Documents and presentations, Images, Spreadsheets and Audio
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