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
Templafy ensures our professionals have access to the right content at the right time, so they can spend more time on true finance work. The ROI has been huge.
Your route to productivity
TodayTeams get caught up in a slow & painful proposal creation process
With TemplafyManual, repetitive tasks removed, freeing up headspace for value-driven work
TodayFund & investor reports still contain critical errors, despite a lengthy review period
With TemplafyAccurate & compliant information included in every single report
TodayDisconnected tools & asset libraries make it harder to do your job
With TemplafyThe 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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