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Getting started

Connect your back-office system, install the adviser app and bring your clients in.

Using Templi

Chat with Templi, dashboards and table views

Templates

Build templates that write your reports in your firm's style.

Clients and plans

Plans, charges and sending changes back to your CRM

Forms

Let Templi fill fact finds, reviews and policy summaries from client records and documents

Best practices

How to build templates that generate well, first time.

Integrations

What each app does, how to connect it, and what it can and cannot bring across.

Knowledge and Memory

How Templi learns your firm's way of working and remembers each client