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!

In the past I had trouble communicating my concepts and strategies to clients. Now, with Merlin my processes are structured and the transitions between presentations are smooth.

The visuals are amazing, coupled with the simulated investments that shows exactly to the last number clients need to achieve their financial success. Merlin also incorporates a CRM system for me and the advisors to better manage their tasks and activities, all in one tool. I would highly recommend individuals who wants a proper financial diagnosis to go through Merlin for 100% clarity in their portfolio.

With the constant upgrades in the system, it is the leading tool in the advisory business.

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!