Integrates with your workflow
Use your existing client database
Templi plugs straight into your existing CRM workflow. Import your clients into Templi, or generate reports directly inside your CRM
Use AI Powered templates to generate reports for any type of financial advice
hours saved per year
minutes per report
reports generated
Reduce the number of places where a Paraplanner can make a mistake
Curated templates are automatically updated with latest regulations
Every action is audited, see exactly every step that went into producing a report
All data is stored privately according to GDPR, we never train our model with your client data
