Create client-ready documents in minutes
Whether it's a fund report, investor report or proposal, document automation gets you most of the way before you've even started
Your route to productivity
Teams get caught up in a slow & painful proposal creation process
Manual, repetitive tasks removed, freeing up headspace for value-driven work
Fund & investor reports still contain critical errors, despite a lengthy review period
Accurate & compliant information included in every single report
Disconnected tools & asset libraries make it harder to do your job
The content & data you need, when and where you need it
Create better documents, 30% faster
*The Total Economic Impact™ of Templafy study conducted by Forrester Consulting
Security-first technology
Templafy is committed to upholding strong privacy and security standards with optimized controls and processes for continued compliance and a security-first mindset in everything we do. Learn more here
Editing made simple
Seamlessly connect and work with data in Excel and fix common formatting, grammar and styling errors in seconds
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