Report writer
OK here's my problem (opportunity?) ....
We have a need to send every client (of which the number is growing - hence my need to address this) a letter/report which explains the advice we have given them (financial services).
This is a standard format, with standard phrases selected on their circumstances and some level of amendment in terms of details within the paragraph.
There are a handful of industry systems that do this, but we have little control of the standard phrases and general presentation.
Does anyone know of a suitable piece of software we could use to provide this ?