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TEMPLUM APPLICATIONS SUITE​

The Status Quo ​

Isn’t Good Enough

Simple. Efficient. Infrastructure.​

If you’re still using spreadsheets and emailing statements, you’re behind the curve. And your investors know it. ​

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status quo isn't good enough
technology solutions

Modern times require modern solutions.

Save time, money and resources by optimizing your workflows with Templum Applications Suite.​

Learn more >>​

  • Investor onboarding, including KYC/AML​

  • Streamlined workflow, document, and data management​

  • White label or API integration​

  • Automated capital call notifications and client communications​

  • Shareholder record-keeping and delivery of tax documents​

  • Centralized location for client information and transaction history​

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