Mail Merge: Questionnaire Data
With Quest CE’s powerful Mail Merge, your firm can easily create a brochure template and then tailor it for each adviser without having to manually enter the information for each individual. Data will map over directly from the questionnaire, which includes Educational Background, Business Experience, Cover Letter Details, and Supervisory Contacts.
Mail Merge: Disclaimer Text
While some of the data will map over exactly as responded by the adviser, other mail merges can be set-up to display pre-built disclaimer text that will get added automatically to the brochure based on the response provided in the Form ADV Part 2B Questionnaire.