Create outstanding documents in minutes
Whether it's a fund report, investor report or presentation, use document automation to build accurate documents, faster
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 and painful proposal creation process
With TemplafyManual, repetitive tasks removed, freeing up headspace for value-driven work
TodayFund and investor reports still contain critical errors, despite a lengthy review period
With TemplafyAccurate and compliant information and data included in every single report
TodayDisconnected tools and asset libraries make it harder to do your job
With TemplafyThe content and 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.
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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