For Financial Advisors
Stop Formatting Reports. Start Advising More Clients.
Your clients pay for your advice — not the hours you spend copying portfolio data into Word. ActiveMerge generates every client report, financial plan summary, and review document from your data automatically.
No credit card required • Works with Excel & Google Sheets • Generates in minutes
20–60
hours saved per advisor per quarter
500+
client reports in one campaign
3 hrs
to generate 100 personalised reports
0
copy-paste data entry
You’re Losing 75 Hours a Quarter to Formatting
Every client has a different portfolio, different goals, different performance story. Building each report manually means:
- Copying figures from your portfolio software into Word — one client at a time
- Reformatting the same table layout 80 times a quarter
- Catching copy-paste errors the night before client meetings
- Sending the same email with a different attachment 200 times
That’s not advisory work. ActiveMerge handles it in minutes.
Every Client Document, Generated from Your Data
Build your template once. Upload your client data. ActiveMerge generates a personalised, branded document for every client in one run.
Quarterly Performance Reports
Generate 100+ personalised quarterly reports from a single Excel export — correct client name, portfolio value, asset allocation, and period returns in every document.
Financial Plan Summaries
Produce multi-page plan summaries with client-specific goals, projections, and recommended products merged from your data in minutes.
Portfolio Review Documents
Create pre-meeting review packs with current holdings, performance vs. benchmark, and personalised notes ready to print or email.
Insurance Recommendation Letters
Generate personalised insurance recommendation documents with each client’s current coverage, proposed product, and justification.
Annual Review Preparation Packets
Send every client a personalised pre-review snapshot: account summary, goal progress, and key changes — generated in one batch the day before meetings.
Bulk Reports + Email Delivery
Generate 500 reports and deliver each to the right client inbox with their personalised PDF attached, automatically via Email Campaigns.
How It Works
From your data to client-ready documents in four steps. No code required.
01
Build Your Template
Create your report in Word with {placeholders} where client data goes. Or describe it to AI and let ActiveMerge build the template.
02
Upload Client Data
Export from your portfolio software or CRM as Excel or CSV — or connect Google Sheets directly.
03
Generate All Reports
100 clients = 100 personalised PDFs in one click. Download the ZIP or save to cloud storage automatically.
04
Send to Clients
Use Email Campaigns to attach each report to the right client and deliver all 500 in a single campaign run.
Built for High-Volume Advisory Practices
Batch Generation
Generate reports for your entire client book in one run. Upload 500 rows, get 500 personalised PDFs.
Excel & Google Sheets
Upload an Excel export directly, or connect Google Sheets live so data is always current at generation time.
PDF & Word Output
Generate client documents in PDF for delivery or Word for further editing — same template, both formats.
Email Campaign Delivery
Send 500 personalised reports in one campaign via Gmail, Outlook, or SMTP. Track sent and failed status per recipient.
e-Signatures
Generate a suitability document or client agreement and send for signature in the same workflow — multi-party, full audit trail.
Automations
Connect Airtable or Notion and trigger report generation automatically when a client status field changes.
Why Not Other Approaches?
FP Software Reports
The problem: Most FP software locks you into their report format — you can’t brand it your way or add the custom sections high-net-worth clients expect.
ActiveMerge: Your template is a Word document you control completely — branded cover page, custom sections, exactly how you want it.
Manual Report Building
The problem: Copy-paste errors, inconsistent formatting across advisors, and a 3-week production cycle for reports that should take 3 hours.
ActiveMerge: One template, one data file, one click. Every report is formatted identically — no errors, no inconsistency.
Generic Mail Merge
The problem: Word mail merge breaks on complex layouts and can’t deliver PDFs directly to client inboxes.
ActiveMerge: Full DOCX and PDF generation, built-in email campaigns, e-signatures, and cloud storage — in one platform.
Frequently Asked Questions
Does ActiveMerge connect to my portfolio management software?
Not directly — but every portfolio system can export to Excel or CSV, which ActiveMerge accepts directly. Google Sheets and Notion connections are also available.
Can I use my existing report template?
Yes. Upload your existing Word (.docx) template and replace client-specific values with placeholders like {client_name}. ActiveMerge auto-detects placeholders and maps your data columns to them.
What if a column name doesn’t exactly match a placeholder?
A 4-tier matching system handles it automatically: exact, normalised, pattern, and fuzzy AI match. You review every mapping before generating and can override anything.
Can I review reports before sending them to clients?
Yes. Generate the batch, download the ZIP, review the documents, then run the email campaign. Generation and delivery are completely independent steps.
Is client data stored on ActiveMerge servers?
Uploaded data files are used for generation only and not retained after the session. Generated documents are stored for 24 hours then automatically deleted.
Can multiple advisors share the same account?
Yes. Team Collaboration lets you invite team members with Admin or Collaborator roles so the whole practice shares templates and runs its own generation jobs.
Does it support e-signatures for suitability documents?
Yes. Generate a document then send it for e-signature with multi-party signing and a full audit trail included.
Spend This Quarter Advising, Not Formatting
Set up your first report template in under 30 minutes. Generate your entire client book from your next data export.