Bring your own templates
Templi allows you to import your existing MS word templates and augment them with powerful AI capabilities. You retain full control of your template library.

Find the needle in a haystack
Templi can locate key facts across hundreds of pages of information and use this to write any kind of report, supports Word, Excel, PDF, Images and more!

A familiar workflow
Merging the versatility of Microsoft Word with cutting-edge Paraplanning AI, our document editor stands alone in delivering an unparalleled professional solution.

AI audit trail
Templi is transparent, allowing you to view each decision made by the AI along with its reasoning for every response.