Delivering The Human Experience
Every client is a story of moments - goals that drive them, losses that define them, and celebrations that strengthen them, each with their unique dreams and aspirations. As a life and dreams planning tool, Merlin is here to help you guide your clients in managing and maximising their finances, so that they can afford each of their life dreams.
Let The Magic Happen
More than 5,000 of your satisfied clients onboarded
Feature Highlights
An Online Tool For Financial Practitioners By Financial Practitioners

  • Reduce leakages in your sales pipelines through our chatbot-enabled practice
  • Pull data on the go for easy reference
  • Access quick links during client conversations

  • Maximise your cases
  • Manage your opportunities and business more efficiently and effectively
  • Have a systematic way of looking at and cultivating your network

  • Differentiate yourself with FinTech capabilities
  • Leave a lasting impression by creating a personalised experience for clients through​ personalised Financial Health Reports and Financial Ratios

  • Increase clarity on the critical focus for the day on your progress towards your goals
  • Maintain your focus and track your actionables to reach your desired goals
  • Easily keep track of all your appointments and tasks
Get your copy of an exclusive  Talk Some Cents game cards. Merlin is here to assist you to create conversations and interactions with your clients from online to offline.
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