Connect your back-office system Install the Templi Adviser desktop app Import your clients Import your templates Find your way around Templi

Ask Templi Search, filter and select in lists Desk, your home page Needs you Search Templi Chats

Client memory Client hub Clients Client activity Fact find Client chats Client meetings Client documents Client forms See a client's plans Client files

Generate a report Review a report One-off documents Client groups Library

View and manage client charges Send a plan to your CRM Plans Holdings Valuations Contributions Transactions

Intelliflo Office Iress Xplan Plannr Google Calendar Outlook Calendar Gmail Outlook Mail Google Drive Microsoft OneDrive Microsoft SharePoint

Calendar settings

Plans

Plans, holdings, valuations and sending plans to your CRM

View and manage client charges

Send a plan to your CRM

Plans

Holdings

Valuations

Contributions

Transactions