Release notes.
Articles from the release notes topic.
Firm Knowledge is live: your firm’s standards in every draft
Templi’s September week 3 release introduces Firm Knowledge, bringing your firm’s wording, standards and writing guidance into reports, forms and meeting notes.
Templi weekly product release: Templi plans
Templi’s September week 2 release brings client plans, holdings, valuations and approved CRM updates together. Plus, join the live asset feeds waitlist.
Templi product update: meeting chat, firm instructions and clearer client relationships
This week's Templi release adds meeting chat in Templi Adviser, reusable firm instructions, and better client relationship mapping for advice teams.
Templi weekly product release: August week 2
This week’s Templi release adds Gmail and Outlook email context in the client dashboard, plus early access improvements for importing existing Word templates.
Templi product update: August week 1
This week's Templi release adds global search, cleaner dashboards, improved fact finds, stronger CRM sync, and more predictable scheduled meeting recording.
Templi product update: July week 4
This week's Templi release improves follow-up questions, template icons, branded layouts, Word exports, and sign-in reliability.
Templi product update: July week 3
This week's Templi release improves document chat, Word previews, table layouts, and export reliability for advice teams reviewing reports.