
Your Satisfaction
Is My Priority
Hear from the people that I have served

Jairus Wong
Mr
Vice President
Merlin is an in-house fin-tech tool developed to aid IAM associates to help clients better understand how ambitious are the dreams they...
Written For
Merlin

Clarence Ng
Mr
Associate
After using Merlin on my first couple of appointments, it turned out to be a big game changer because it gave my clients the confidence...
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Merlin

Desmond Wong
Mr
Asst Vice President
When Merlin was first launched, I had a lot of limiting beliefs about the app and whether it would gel together well with my appointments...
Written For
Merlin

Lum Bin
Mr
Associate Partner
The entire process with my clients became so much easier because it created such an ease to talk about finances and the future - I didn't even...
Written For
Merlin

Ching Lih Ting
Mr
Associate Partner
When I introduced Merlin to my clients, all of them felt it would be a great tool to show their overall finances. Because of the cashflow tab in Merlin...
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Merlin

Chua Wei Xuan
Mr
Snr. Vice President
It’s a blessing to have the highly sought-after software Merlin. I really loved the cash flow analysis, full portfolio review and the dreams tracker...
Written For
Merlin

Joanne Lee
Mr
Asst. Vice President
I got really excited when Merlin first launched and immediately introduced some my clients and prospects to have session with me so...
Written For
Merlin

Elden Seah
Mr
Associate Partner
I have been in the industry for more than a decade. With that, I have seen CRM systems and variety of systems that help boost our business...
Written For
Merlin

Fadhilla
Ms
Associate
I'm an avid user of MERLIN as I strongly believe in work process that's easy to follow through from goals setting to prospecting, fact find, financial needs...
Written For
Merlin

Thecla
Ms
Process Engineer
At first when I heard about Merlin, all I knew was that it can help to allow you to have a better visualisation of my current finances. Prior to trying Merlin...
Written For
Merlin

Akiff
Mr
Associate
I am quite a freak when it comes to having a proper organized workflow and MERLIN provides that. Just from Merlin I can cover 3/4 of what I'm...
Written For
Merlin

Rafaila
Ms
Associate
MERLIN helps in my business by organizing and structuring what needs to be done, it's an amazing tool that helps to keep track basically of...
Written For
Merlin