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Templi
AdvisoryAI
Best for
Not mentioned. Extracts data from policies and provider documents.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
Desktop app transcribes meetings and drafts notes in the firm's tone and branding.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Reports drafted inside the firm's own Word templates.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Not mentioned. No file checking or Consumer Duty reporting surfaced.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Meeting prep. Calendar sync reads meetings for capture.
AI builds a prep pack from your back-office data and previous transcripts.
Intelliflo live with read and write.
Intelliflo, Plannr, Curo, XPlan available.
Desktop app captures meetings. Zoom, Teams, and Google Meet coverage not mentioned.
Zoom, Teams, and Google Meet available.
Not yet live. iPhone and Android listed for Q3 2026.
iOS and Android, for recording in-person meetings, with automatic sync.
UK GDPR compliant. Client data stored on AWS servers in the UK.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
Not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Sales-gated, no public pricing. Demo required to price.
Per module, per user.
No public pricing.
Meeting notes £99, suitability £299, compliance £99.
Not mentioned.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Import your existing Word templates or build new ones. You mark up the AI instructions yourself.
AdvisoryAI expert team rebuilds your existing templates for you.
No support terms published. Customers cite responsive founder-led help.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
Templates imported once. Firm setup claimed in days, not weeks.
Our team builds your templates, connects your back-office, and provides training for every role.
What choosing AdvisoryAI means for your firm
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
how to switch
Switching from Templi? Here's how.
Migration support included:
Templi data export
Template rebuild from your existing outputs
Intelliflo / Plannr / Curo / XPlan integrations
Training for advisers and paraplanners
Dedicated CSM through cutover
1
Week 1
Demo and scope
Free demo using your firm's own templates and back-office data. Scope confirmed in writing.
2
Week 2-3
Template build and back-office connect
Our team rebuilds your report templates inside AdvisoryAI using your firm's own formats, no DIY markup needed. Back-office connection in week 2, across Intelliflo, Plannr, Curo, or XPlan, where Templi connects Intelliflo only. You review before go-live.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for advisers, paraplanners, compliance, and admin in parallel.
As featured in
FAQs
Why should we choose AdvisoryAI over Templi?
How does migration from Templi work?
Templi already works inside our exact Word templates and connects to Intelliflo. Why switch?
Can we run both AdvisoryAI and Templi during transition?
What happens to our Templi data and templates?
How long does onboarding take?
Is our client data secure and where is it stored?
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For questions or partnerships,
contact us at team@advisoryai.com
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