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 Excels or Google Sheets to compile this data, yet I did not feel it was comprehensive for my client and not only that it is quite time consuming for me to compile all the data on my own.

With Merlin, I can proudly let my clients or prospect 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!