Templafy is a document generation platform that automates documents production and management for financial services and other firms.
Asset managers can use the technology for fund reporting, investor reporting and presentation creation and management.
The platform centralizes branding, information, templates, data and compliance approvals in order to automate standardized and personalized documents, proposals, reports and marketing materials.
Templafy was founded in 2014 and supports over 3.8m users globally.
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