AdvisorEngine CRM provides powerful features for corresponding with your Records both digitally or in print. Within AE CRM you can directly email any Record, prepare a personalized letter, or simply print an envelope or address label for a mailing.
These same features can be used in bulk. With your CRM’s searching and filtering features, you can quickly identify a group of your Records and leverage merge fields to craft personalized messages to each recipient in the group. By going even further with Document Templates, sending a mailing to hundreds of people can be a matter of just a few clicks.
See the following help topics for more information on each function: