REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai

Templi.ai is a generative AI product designed to automate the process of suitability report writing for financial advisers. The product aims to leverage the latest advancements in AI to streamline the creation of these reports, which can be crucial for compliance and client communication in the wealth management industry.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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