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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.
Modern times require modern solutions.
Save time, money and resources by optimizing your workflows with Templum Applications Suite.
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Investor onboarding, including KYC/AML
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Streamlined workflow, document, and data management
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White label or API integration
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Automated capital call notifications and client communications
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Shareholder record-keeping and delivery of tax documents
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Centralized location for client information and transaction history
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