You’re spending 75 hours a quarter on client reports. Your clients pay for your advice, not your formatting time.
Every client has a different portfolio, different goals, different performance story. That means every quarterly report, every financial plan summary, every insurance recommendation needs to be built differently. Doing that manually for 100+ clients consumes the quarter. ActiveMerge generates every document from your client data — accurately, consistently, and in hours instead of weeks.
What You Can Create With ActiveMerge
- 100+ personalized financial plan summaries with client-specific goals and projections
- Client portfolio review documents with current holdings and performance data
- Quarterly performance reports sent to 500+ clients simultaneously
- Customized insurance policy recommendation documents
- Annual review preparation packets with client-specific financial snapshots
Time You’ll Save
Time saved depends on your client base size and how complex your reports are. Most advisors report saving 20–60 hours per quarter on client-facing document production — with the biggest gains at practices that send quarterly reports or financial summaries to a large portion of their book. The more standardized your reporting format, the more ActiveMerge can automate.
Why Not Other Tools?
- Financial planning software: Often limits document customization — you’re locked into their format
- Manual reports: Time-intensive and prone to inconsistent formatting across clients
- Generic templates: Not personalized enough for high-net-worth client relationships
Ready to spend quarterly review season advising instead of formatting?
Your value is in the advice. ActiveMerge handles the production so you can deliver that advice at scale.