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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
Edit a Word template Tuning Generate a report Review a report
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
Templates

Word templates

Import the Word files you already use, check Templi's tags and generate reports.

Edit a Word template

Tuning

Generate a report

Review a report