Templi
Home
Getting started
Connect your back-office system Install the Templi Adviser desktop app Import your clients How templates work Import your templates
Using Templi
Ask Templi Dashboards One-off documents Customize table views
Templates
Word templates
Legacy templates
Clients and plans
View and manage client charges Plans Send a plan to your CRM Holdings Valuations Contributions Transactions Client and plan dashboard widgets
Forms
Form examples
Build a form from a PDF Form editor Fill a form Fact find dashboard widgets
Best practices
Template best practices
Integrations
Intelliflo Office Iress Xplan Plannr Google Calendar Outlook Calendar Gmail Outlook Mail Google Drive Microsoft OneDrive Microsoft SharePoint
Knowledge and Memory
How Templi learns your firm's way of working Add a knowledge entry
All Collections

Integrations

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

Intelliflo Office

Iress Xplan

Plannr

Google Calendar

Outlook Calendar

Gmail

Outlook Mail

Google Drive

Microsoft OneDrive

Microsoft SharePoint