# Templi

- **Website:** <https://templi.ai>
- **Primary alias:** `templi.ai`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idPCMGddoL/w/196/h/176/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793043752407)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Electric Violet | #563bff | accent |
| Woodsmoke | #09090b | dark |
| White | #ffffff | light |

## Fonts

- var(--font-display) — asset _(custom)_
- var(--font-sans) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idPCMGddoL/w/6336/h/1584/idhEki8KqQ.jpeg?c=1bxid64Mup7aczewSAYMX&t=1776686727007)

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_Source: <https://brandfetch.com/templi.ai>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._