Advisers Database
We've added the ability to manage your advisers inside Templi, fully integrated with our report writing AI
Add Advisers to Templ
Link them to your clients
Templi will use this information when writing reports for the given client
Enhanced Design
New Quick Actions dashboard
Improved Security (2FA)
Multi Factor Authentication, keep your accounts secure by adding a secondary email account or authenticator device.
Other Changes
New pricing system, choose from Solo, Growth, Business and Enterprise tier - we also allow users to pick monthly or annual billing options. All existing customers have been transferred to the relevant plan, if you are having difficulties with your account please contact dan@templi.ai