Integrations
Request an integration.
Templi already syncs with the systems advice firms run on — Intelliflo Office, Iress Xplan, Plannr, Microsoft 365, SharePoint, OneDrive, Google Drive, Gmail, Outlook Mail and Google Calendar. We add new CRMs and data sources every month. Tell us what your firm uses and we’ll be in touch about where it fits.
Request an integration
Request received.
Thanks for telling us what your firm needs. We’ll be in touch about your request and where it fits in our integration plans.
Templi fits in —
it doesn’t take over.
Integration for advice firms is about trust: connected to the stack you already run, grounded in your firm’s own templates, and designed around reviewable work.
10 native integrations
Intelliflo Office, Iress Xplan, Plannr, Microsoft 365, SharePoint, OneDrive, Google Drive, Gmail, Outlook Mail and Google Calendar — all live today.
Your CRM stays the record
Templi reads from your CRM and writes back to it. No migration, no second system of truth.
New connectors every month
We add new CRMs and data sources every month — requests from firms shape what we build next.
Customer data stays customer data
Client information and firm materials are handled for the customer’s workflow. They are not used to train Templi’s foundation models.
See Templi work with
the tools you use.
See it on a real advice workflow — in your firm’s templates.