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Tell us a little bit more about you

Hey 👋 Welcome to Templi!

9 months ago we began our journey into making every paraplanner's life easier

We committed ourselves to the task of giving everyone time and energy to focus on the things that really matter...

And what is Templi?

It’s a software built for the wealth management industry to help paraplanners to write suitability reports in seconds rather than days using AI.

Why use Templi?

-> 100x Faster - Templi can produce a report in a few seconds, compared to a few days

-> Flexibility - All other solutions on the market require you to use their bespoke templating solution, with Templi you can make your templates look however you want

-> Compliance - Templi will ensure your firm stays up to date with the latest regulations, you don’t have to pay someone to do this anymore.

So, if you are interested in using Templi.ai You can leave your details here

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