01 / PREPARE
Add your client list
Use the Excel export from your portfolio, fund administration or CRM system. One row per client, with the filename of their statement or letter.
Mail merge for financial services, inside Outlook
The right statement.
The right client.
Your own mailbox.
Send investor letters, statements and tax documents to every client from Outlook, each with their own attachment. Review and test before anything leaves your mailbox.
Free plan available. Requires a Microsoft 365 work or school account.
Buy and manage team licenses centrally
“Game Changer. The Outlook integration and ability to attach docs make this tool invaluable for our daily activity.”
4.9/5 from 74 ratings on AppSource Made for your Outlook. New OutlookClassic OutlookMacWeb No Word required.
From client list to sent.
One list. The right document for every client.
02 / PERSONALIZE
Write it once, in Outlook
Address each client by name, insert their fund, period and amounts, and keep your signature and disclaimer. Copy the relationship manager or compliance on every message.
03 / CHECK & SEND
See it before they do
Review your recipients and send yourself a test built from the first client's row, attachment included. Then schedule sending for the morning the reports are due.
Pick a use case
| Recipient | Client | Attachments |
|---|---|---|
| Eleanor Grant | Meridian Family Trust | Q3-2026-Statement-Meridian-Family-Trust.pdf |
| Samuel Hargreaves | Hargreaves Pension Scheme | Q3-2026-Statement-Hargreaves-Pension-Scheme.pdf |
| Ngozi Okafor | Okafor Holdings | Q3-2026-Statement-Okafor-Holdings.pdf |
2. Their individual email
- To
- Eleanor Grant
- Subject
- Your Q3 2026 statement · Meridian Family Trust
Hi Eleanor,
The statement for Meridian Family Trust for the quarter ending 30 September is attached. Please contact your relationship manager with any questions.
Q3-2026-Statement-Meridian-Family-Trust.pdf
From the Attachments columnExplore the features
Investor reporting, right the first time.
Every quarter.
From a single client notice to a full quarter-end run, with every document matched to the right client before anything is sent.
Messages & attachments
- The right statement to the right client
- Name each client's file in your spreadsheet. Before the campaign can start, every filename must match a file you uploaded, and the add-in flags any that do not. Several files for one client, or a common file for everyone.
- Copy compliance or the relationship manager
- Copy the same people on every email, use a different advisor for each row, or combine both approaches.
- Send from your investor-relations address
- Start in your own mailbox and change the "From" address to a shared mailbox, with Send As permission. Sent messages are saved in your own Sent Items folder.
- A separate reply-to address
- Send from your address and route client replies to a relationship manager or team inbox. Set one reply-to address for the campaign.
Sending & control
- A send report for your files
- Download an Excel record of each row's status, the To, CC and BCC addresses used, attachments, submission time and message identifiers. Submission records are not confirmation of delivery.
- Test emails and time to review
- Send yourself a test first. "Delay before the first message" holds the generated messages in Drafts for up to ten minutes so you can inspect them in Outlook. Sending starts automatically when the delay ends.
- Start dates, weekdays and sending hours
- Choose when messages go out, such as the morning reports are due. Keep Outlook open while messages are generated; once submitted, Microsoft 365 sends them on schedule even with Outlook closed.
- Pause, resume or cancel a campaign
- Control campaign generation and resume after reopening the add-in. Messages already submitted to Microsoft 365 keep their schedule.
Personalization
- Fund, period, amount, advisor name
- Insert spreadsheet fields into your subject and email body, from the client's name to their fund, reporting period and amounts.
- Different wording for taxable and tax-exempt accounts
- Show different text based on your data, so each client only reads the paragraphs that apply to their account.
- Fallback values for missing data
- Choose alternative text for empty fields. A missing advisor name does not have to leave an unfinished sentence.
- Your signature and disclaimer stay
- Keep your signature, disclaimer, tables and familiar Outlook formatting. Send yourself a test to check the finished message.
Recipients & data
- Excel, CSV and other spreadsheets
- Start with the export you already have. Excel, CSV, TXT, Numbers, OpenDocument and other spreadsheet formats are supported.
- Review, search and select recipients
- Search, sort and filter the recipient table in the add-in, then untick anyone to skip. Hiding or filtering rows in your spreadsheet does not exclude them.
- One email per client with several accounts
- Combine several rows for one client into a single email with a table. Attachments and CC/BCC addresses from those rows are combined and deduplicated.
Every feature, on both plans. Choose your plan
Use it free with a promotional footer, or remove the footer with a license.
Built for regulated work
Client data stays
where it already is.
Your client list, attachments and message text are processed on your computer inside Outlook.
Finished emails are sent through your own Microsoft 365 mailbox and land in Sent Items like any email you write yourself, so your existing retention, archiving, DLP, eDiscovery and audit controls keep applying. Campaign data is never sent to our servers for processing.
No open pixels, no click tracking, no third-party sending domain. The license check sends your mailbox's email address, the product name and a timestamp, never your client list or message content.
For your vendor review we publish the Microsoft permissions the add-in requests, a data processing addendum we countersign, and a Microsoft Publisher Attestation, which is a self-reported questionnaire published by Microsoft, not a Microsoft security review. We hold no SOC 2 report or ISO 27001 certification of our own. The data we do hold, such as account, licensing and billing contact details, is listed in full in the security guide, and none of it is campaign data.
Share the Trust Center with ITWhere your campaign data goes
Your spreadsheet & attachments
Selected from your files
Processed on your computer
Individual messages created inside Outlook
Sent through Microsoft 365
From your account to your recipients
Microsoft permissions and your organization’s policies still apply.
Fewer manual sends. Fewer mistakes.
“Great for recertification campaign. Have used this to send out recertification forms to management for auditing purposes, makes the process smooth and a lot easier.”
Microsoft AppSource review · Aug 15, 2024
“Amazing Time Saver. I have been looking for this product my whole career! Saves me so much time sending the same email over and over with a different attachment.”
Microsoft AppSource review · May 29, 2024
All the features. A simple choice.
One license per person who sends, monthly or annual. Pay here by card or PayPal, or through your Microsoft 365 subscription on Microsoft AppSource.
Microsoft purchases are billed, resized and cancelled in the Microsoft 365 admin center. On both purchase routes, licenses are assigned to each sender's own email address on our licensing server, where IT can manage them as delegated administrators.
Free version
For anyone. Every feature, no time limit, no credit card
Free
No subscription required.
- All features, unlimited campaigns*
- Adds a short promotional footer to each email
License
One license per sender, reassignable within your subscription
See current price at checkout per month
Billed monthly. Renews until cancelled.
- All features, unlimited campaigns*
- No promotional footer
- Pay by card, PayPal or through your Microsoft 365 subscription
License (annual)
One license per sender, reassignable within your subscription
See current price at checkout per year
Billed annually. Renews until cancelled.
- All features, unlimited campaigns*
- No promotional footer
- Pay by card, PayPal or through your Microsoft 365 subscription
Prices are shown in your local currency and may vary by country.
Prices are excluding applicable taxes which will be added on checkout.
*SecureMailMerge has no restrictions on the number of campaigns, emails or attachments, but Microsoft 365 or your organization may impose limits.
What compliance asks
before you install.
Straight answers, each linked to the page that backs it.
Visit the Help CenterDoes any client data leave our Microsoft 365 tenant?
Only as the emails you send. Your client list, attachments and message text are processed on your computer inside Outlook and sent through your own Microsoft 365 mailbox. They are never sent to our servers. The add-in contacts our licensing server with your mailbox's email address, the product name and a timestamp, and sends anonymous usage counts and error reports that contain no recipient data. Both of those can be blocked at your firewall.
Read the security guideHow do we avoid sending the wrong statement to the wrong client?
Each row of your spreadsheet names that client's file. Before the campaign can start, every filename must match a file you uploaded, and the add-in warns about any that do not, including a wrong extension or different capitalization. Send yourself a test built from the first row to check the attachment, review the recipient table and untick anyone to skip. After sending, the send report lists the attachments used for every row.
See how individual attachments are checkedCan a second person review the emails before they are sent?
There is no approval step in the add-in. You can forward the test email to a colleague, review the recipient table together, and use "Delay before the first message", which holds the generated messages in Drafts for up to ten minutes so you can inspect them in Outlook. It is a countdown, not an approval. Messages send when it ends, and to stop one you delete it from Drafts in Outlook on the web before its send time. For a longer window, schedule the campaign to start on a later day and review the drafts before then.
Read about the review delayWill these emails be captured by our archiving and supervision?
In the same way as any email from that mailbox. Messages are created in Outlook on your computer and sent from your own Microsoft 365 mailbox through Microsoft Graph, so they appear in Sent Items, and the retention, archiving, DLP, eDiscovery and audit policies your organization applies to that mailbox apply to them. There is no SecureMailMerge server in the sending path.
See where your data goesCan our IT team review the permissions before we install?
Yes. The permissions guide lists every Microsoft permission the add-in requests and why, plus the hosts to allow through your firewall. Your organization may require administrator approval, and IT can deploy the add-in centrally from the Microsoft 365 admin center.
Read the permissions guideCan several colleagues send from one investor-relations mailbox?
Yes. Each colleague installs the add-in on their own mailbox and chooses the shared address in the "From" field. Your administrator must grant Send As permission. Sent messages are saved in the sender's own Sent Items folder. Running the add-in directly inside a shared mailbox is not supported.
See shared mailbox setupCan we buy and manage licenses centrally through Microsoft?
Yes. Buy through the SecureMailMerge SaaS offer on Microsoft AppSource to pay through your Microsoft 365 subscription, with volume discounts from 10 licenses. Billing and cancellation are managed in the Microsoft 365 admin center. Licenses are assigned to each sender's own email address on our licensing server, where IT can manage them as delegated administrators.
See central license managementIs there a record of what was sent to whom?
Yes. After each campaign, select "Download report" to save an Excel file with one row per spreadsheet row, showing its status, the addresses used, attachments, submission time and message identifiers. It records what Microsoft 365 accepted, not inbox delivery. Save it before starting the next campaign. Sent messages are also in your Sent Items folder.
See the send report columnsMake quarter-end the easy part.
Your client list. Your Outlook. The right document to every client.