Save client reports to Google Drive, OneDrive and SharePoint from chat
Templi's latest release saves reports to Google Drive, OneDrive or SharePoint from chat and shows a live transcript while a meeting runs.
A new look for Templi, built around your clients
Templi's client room release gives every client a room of their own, puts your day on one Desk, and keeps everything Templi makes in one Library.
Your meetings, now in the Templi web app
Templi’s October week 3 release brings meetings to the web app with a notetaker that joins your calendar calls, suggestions on the home screen, and new plans with annual billing.
Word templates are live: every report in your firm’s own template
Templi’s latest release introduces Word templates. Upload the template your firm already uses, and Templi writes each client’s report inside it, with your wording, layout and branding intact.
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 back office 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.
See the workflow
for yourself.
See it on a real advice workflow — in your firm’s templates.