Templi works with the systems your firm already uses.
Financial adviser software integrations that keep your back office the system of record. Templi reads from it, writes back with your approval, and works from the files and email you already have.
Connect to Iress Xplan to sync client data and streamline your financial planning workflows.
Give Templi read-only access to your Gmail so client correspondence sits alongside the rest of the file, and the agents can quote what was actually agreed by email.
Sync your Google Calendar so upcoming client meetings appear in Templi automatically, ready for meeting notes and follow-up.
Attach files from your Google Drive and save finished documents back to the folder you choose.
Automatic data entry, enrich reports
Browse, attach and save files to OneDrive
Connect your firm's SharePoint so the client files you already hold, from policy schedules to valuations and letters, can be attached as sources, the agents can draw on what is actually on record, and finished documents can be saved back.
Sync your Outlook Calendar meetings with Templi to automatically track upcoming client meetings, generate meeting notes, and keep your adviser workflow in one place.
Give Templi read-only access to your Outlook mailbox so client correspondence sits alongside the rest of the file, and the agents can quote what was actually agreed by email.
Connect to Plannr to sync clients and advisers, and complete fact finds from your meetings.
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We add new back-office systems and data sources regularly. Tell us what your firm uses.