Merlin helps me to focus on the client and his concerns rather than focus on trying to give him a solution or strategy to present. It also helps the client to visualize their shortfall in their planning.

It allows for a lot of simulations such as the investment planning, sudden illnesses, and it shows them an objective point of view.

With Merlin, financial wellness is a lot simpler and more comprehensive for my client!

Being an advisor, one thing that we want to offer to our clients is a holistic financial portfolio for them such that we can have an overview of their existing plans, the shortfall they have, how can we better prepare them for their future financial goals.

Before Merlin even came out, I would always leverage on Excel to compile this data, yet I did not feel it was comprehensive for my client and is quite time consuming for me. With Merlin, I can proudly let my clients know how they can get a comprehensive Financial Health Report with Merlin , something that my company actually invested in to come out with something this beneficial for our CLIENTS.

Merlin helps to show a whole overview of your own personal finance, from seeing if you have adequate insurance coverage, to having a compilation of your policies so that your loved ones can also in the loop of the policies you hold, keeping track on if you have a good savings and expense ratio so that we can be aware if we are spending too much or saving too little. This is especially useful for my clients as at times they might not have the time to keep track of their finances health hence this will enlighten them!

Merlin is a meaningful CRM tool for practitioners. From onboarding new clients to servicing of existing clients, Merlin aids us throughout this journey as a practitioner. I appreciate the reminder feature the most, such as when my clients turn 30 to notify us on CSL applications. There's also a reminder for annual reviews, even sending an e-mail confirmation prior to meeting clients as a reminder to them.

I think it's great at systemising outreach as it's a crucial component of our businesses. This will empower me and the rest of our team to connect meaningfully and timely with our clients.

I got really excited when Merlin first launched and immediately introduced some my clients and prospects to have session with me so that they can make an informed decision. It proved that after the in-depth analysis, they are more confident in the decision they made and that it is sustainable for them in long run. Furthermore, it really helps clients to visualize their dreams and achievable timeline. It makes them see budgeting differently.

Most of my clients shown appreciation towards the hard work and patience to run through with them such comprehensive financial health report that really give them a clearer picture on their own finances. By updating yearly, they know they can react toward the changes in needs at different life stages. Furthermore, with the continuously upgrading process by the team, it become a daily tool I would access, just like a personal assistant, best that it is on the go too with the Merlin bot!

It's a very good client management system whereby it helps me to have regular touchpoint with my clients in a timely manner. Merlin has this function where I can rate my clients and by doing so, it will prompt me when I should meet my clients.

That really takes away a lot of my mindshare, so that I can focus more of my time on other things that are as equally important.

Merlin is a one-stop financial planning software that's friendly to financial consultants and also friendly to clients because we get to see the client's finances all at one go.

There are visual indicators to tell the clients whether they are saving too much or whether it is insufficient. This actually allows them to see their finances in a bigger picture and helps them to visualise the urgency to plan their finance.