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

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

Skills

Reusable instructions you run with a slash command

Skills