Templi
@templi.ai
Templi drafts suitability reports in your firm’s own templates — and automates the advice workflow around them, from meeting to back-office update, inside the systems you already use.
Templi Logo & Icon (SVG, PNG)
Templi's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#563BFF
Electric Violet
86, 59, 255
248, 100, 62
66, 77, 0, 0
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#09090B
Woodsmoke
9, 9, 11
240, 10, 4
18, 18, 0, 96
About Templi
Templi provides AI-powered software designed to connect and automate the advice workflow for financial advice firms. Its products help advisers and paraplanners manage work from client meetings through report preparation and back-office updates, within the systems firms already use.
Templi Paraplanner generates suitability reports in a firm’s own Word templates, including long and detailed documents. It can structure client information from meeting transcripts, check facts, and use connected client data to answer questions in plain English. The platform also supports on-demand documents such as portfolio summaries and letters, and extracts information from policies, statements, and provider documents.
Templi Adviser is a desktop app for use during client meetings. It transcribes conversations, prepares meeting notes in the firm’s tone and branding, and can create or update client records and delegate follow-up tasks to Paraplanner. The service also offers calendar synchronisation and integrations with tools including Intelliflo Office, SharePoint, and Microsoft 365. Templi presents its workflow as seamless, automatic, and traceable, and invites firms to book a demonstration using their own data.
Brand industry
Finance
Company type
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Year founded
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Company size
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Templi logo FAQ
How do I download the Templi logo?
The Templi logo comes as a dark logo. Download as transparent PNG.
What are Templi's brand colors?
The Templi color palette uses the hex codes #563BFF, #FFFFFF and #09090B.
The Templi name, logos and brand assets are trademarks of Templi and its affiliates. Brandfetch isn't affiliated with or endorsed by Templi. Their use is subject to Templi's brand guidelines.
