Templi drafts into your Word template and stops. Avagance keeps going, through the compliance check, the LOA and the provider forms.
Templi does a genuinely useful thing well: it captures the meeting and drafts a suitability report inside your firm's own Word template, with Intelliflo connected. If report drafting is the only thing biting, it's a sensible tool. The question is what happens to the rest of the case, so here is the comparison, capability by capability.
Avagance vs Templi, capability by capability
Templi column is a considered best-read of public product information as of July 2026, not an audit.
| Capability | Avagance | Templi |
|---|---|---|
| Meetings & capture | ||
| AI note-taker (Teams / Zoom / Meet) | ||
| In-person capture (mobile, in-room) | ||
| Auto-populate fact-find from notes | ||
| Follow-up email drafting | ||
| Vulnerability & soft-fact signals in capture | ||
| Advice & reports | ||
| Suitability report generation | ||
| Annual review packs | ||
| Whole-of-market product research to advice | ||
| Cashflow planning built in (no separate subscription) | ||
| Two-way cashflow sync (Voyant) | ||
| In-platform market analysis & research | ||
| Editable agentic canvas (beyond export) | ||
| Paperwork & provider admin | ||
| Letter of authority generated in platform | ||
| Letter of authority sent from the platform | ||
| Provider forms filled in platform | ||
| E-signature + document automation | ||
| Compliance & control | ||
| Automated compliance check (Consumer Duty / COBS) | ||
| Single fail-closed send-gate + four-eyes | ||
| Firm rule packs (firm-specific rules) | ||
| Firm-level oversight + FCA audit trail | ||
| Reproducible output (same case, same result) | ||
| Client & practice intelligence | ||
| Conversational assistant across all client data | ||
| Opportunity / risk detection engine | ||
| Client vulnerability register (FG21/1) | ||
| Firm-wide knowledge base (RAG) | ||
| Per-client agentic workspace | ||
| Client-comms authoring (newsletters, letters) | ||
| Platform & reach | ||
| CRM / back-office integration | ||
| Voice assistant (talk to the AI) | ||
| Voice-driven task execution and navigation | ||
| Native adviser mobile app | ||
| Agentic architecture (multi-step, tool-using) | ||
| Data & security | ||
| Built for UK regulated client data | ||
| Your client data is not used to train shared models | ||
Where Avagance goes further than Templi
- Vulnerability & soft-fact signals in capture
- Whole-of-market product research to advice
- Cashflow planning built in (no separate subscription)
- Two-way cashflow sync (Voyant)
- In-platform market analysis & research
- Editable agentic canvas (beyond export)
Which one is right for you
Templi if drafting in your exact Word template is the single thing you need and your compliance process already works. Avagance if the case doesn't end at the document, which for most firms it doesn't.
What each one costs
| Avagance | Templi | |
|---|---|---|
| Model | Per-firm subscription, adviser and support seats | Per-user, demo required |
| Amount | £350/mo solo practice, £600/mo for 2 advisers, published | Not published, sales-gated |
| Terms | 30 days free, then annual | Not published |
| Mobile | Native adviser app, live | Announced for later in 2026 |
Competitor pricing is what the provider publishes, or "not published" where it is not. Avagance pricing is the list price on our own pricing page.
Moving from Templi, step by step
- Bring the templatesYour Word templates and house wording come across. Drafting in your own format isn't something you should have to give up to get the rest.
- Add the missing halfTurn on the compliance check and the send-gate first. That's the gap a drafting tool leaves behind.
- Move the paperworkGenerate and send the letter of authority and fill provider forms in the same system, instead of going back to email and PDFs.
- Keep Intelliflo where it isBoth connect to it. Your system of record doesn't need to change for either of us.
Templi, in one read
Meeting capture plus an agentic paraplanner drafting into your own Word templates, with a live Intelliflo connection and calendar sync before the meeting. Founder-led and responsive. It stops at the document: no compliance module, no file checking, no cashflow or research, and the adviser mobile app is announced rather than shipped.
Avagance vs Templi: common questions
Is Avagance a Templi alternative?
Yes. Both capture the meeting and draft a suitability report from it. Avagance continues through an automated compliance check, a fail-closed sign-off gate, cashflow planning, market research, and the provider paperwork.
Can Avagance write in our own Word templates?
Yes. Drafting in your firm's own template and tone is table stakes, and you should test it on a real report with any vendor before signing.
What does Avagance do that Templi doesn't?
An automated Consumer Duty and COBS check, a single fail-closed send-gate with four-eyes sign-off, cashflow planning and market research built in, letter of authority generation and sending, provider form filling, and voice-driven task execution.
Where is Templi strong?
Drafting inside your own Word templates, which firms with a hard-won house style value highly, plus a live Intelliflo connection and responsive founder-led support.
Does either replace our back office?
Neither, and neither should. Both connect to Intelliflo so it stays your system of record while the advice workflow runs on top.
See it against your own stack.
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