As our name suggests, Templi’s core is Templates.

Templi is the most flexible AI-powered template creator in the Wealth Management industry. It allows you to design templates just like you would in a Word document while integrating AI into specific sections to write, fill, delete, hide, or modify content as needed.

When it comes to writing reports, Templi follows the same workflow used by thousands of wealth management companies:

Create Templates
Use those Templates to generate reports for clients

Now, let’s dive into these two processes...

1. Create Templates

Templi is designed to offer the same flexibility as a Word document. This means you can:

Select fonts
Insert tables
Insert images
Choose font or table colors
Add titles, subtitles, H1, H2, H3, and normal text
Use formatting options: spacing, alignment, bullet points, etc.

But that’s not all—Templi also provides powerful AI tools that you can insert into your templates.

So, what can you do with them?

Let’s dig in...

Using AI on Templi's templates

Your templates may contain instructions like this:

Where the yellow highlights are instructions for your future self (or your paraplanner).

When it’s time to write the report, you always follow these instructions step by step until the report is complete.

In summary, the traditional process looks like this:

Duplicate the Word template and start working on a new copy.
Follow the instructions in the yellow highlights one by one until they are all completed.

Templi follows the exact same workflow, but instead of manually interpreting the instructions, you "explain" to Templi what needs to be done.

To achieve this, we use AI tools that replicate the human process of using a template to write reports.

Templi’s AI Tools:

Prompts – Give Templi a specific instruction to generate a word, phrase, or paragraph for you.
“Hide when…” rules – Automatically hide a word, phrase, paragraph, or section based on a condition you define.
AI Tables – Convert standard tables into AI-powered tables that Templi will populate for you.
Dropdowns – Provide multiple options (words, phrases, paragraphs, or sections), and Templi will insert the most suitable one into your report.

This is an example of a Templi Template:

As you can see, you can find prompts, rules, AI tables and Dropdowns combined to help Templi to understand what to do when it uses this Template.

In summary, the template creation workflow looks like this:

Now, what to do when you have your templates ready?

Let's see how Templi uses your templates to write reports...

2. Report Writing

Let’s say you have created and published two templates in Templi:

Top-Up Letter Template
Annuity Suitability Report Template

In your Templates tab, they will appear like this:

This means you can use any of those 2 templates to write reports.

Let’s go over how to use these templates to generate reports.

Writing a Report for a Client

In real life, whenever you write a report, you do it for a specific client.

In Templi, the process is exactly the same—but before generating a report, the client must exist in Templi.

Creating a New Client

To create a new client:

Go to the Clients tab.
Click "Create New +" in the top-right corner.

Generating a Report for a Client

Once your clients are set up, you can start writing reports for them.

Simply follow these steps:

Go to the Clients tab.
Select the client you want to generate a report for.
Click "Generate Report" in the top-right corner.
Choose a template from the ones you’ve published.

Like this:

Now, to write the report, follow these steps:

Attach the relevant client files for this report. (You can upload them beforehand or during this step.)
Review the context, including:
- Client's objectives
- Client's background
- Recommendations
Check the facts and click "Generate".